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Williamsburg, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-12 |
| NY | RA | APPROVED | 2021-04-01 |
| VA | RA | APPROVED | 2020-05-06 |
| CA | RA | APPROVED | 2010-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ultimate Retirement Products, Inc. | Westbury | VA | 01/2008 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 02/2015 | Present |
| Ultimate Retirement Products, Inc. | Westbury | VA | 11/2006 | Present |
| David Mcknight Sole Proprietor Dba Planned Financial Consultants | Westbury | VA | 09/1993 | Present |
1)INDEPENDENT FINANCIAL ANALYSTS: WESTBURY, VA 23188, NOT INVESTMENT RELATED, 1% OWNERSHIP, PROVIDES ASSISTANCE W/ ACCOUNTING, BENEFITS AND IT SHOULD SUPPORT HIS WIFE SHOULD HE BECOME INCAPACITATED OR DIE, 2 HRS/WK; 2)ULTIMATE RETIREMENT PRODUCTS, INC: WESTBURY, VA 23188, INVESTMENT ADVISORY BUSINESS, INVESTMENT RELATED, PROVIDES INVESTMENT PLATFORM FOR 401KS, SEP, SIMPLE, PROFIT SHARING & NONQUALIFIED ACCOUNTS, 40+ HRS/WK; 3)PLANNED FINANCIAL CONSULTANTS: WESTBURY, VA 23188, PROVIDES INSURANCE LICENSED THROUGH THIS DBA, SELLING LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, INVESTMENT RELATED, 15-20 HRS/WK; 4)SANDY CREEK DOCK ASSOCIATION, LLC: 228 FERRY HILL TRAIL, CLARKSVILLE, VA 23927, NON-PROFIT COMPANY TO ALLOW THE MAINTENANCE OF A DOCK, NON-INVESTMENT RELATED, 33% OWNER, LESS THAN 5 HRS/WK 5) Fortune Financial Services, Inc. Investment related; WESTBURY, VA 23188; registered representative offering securities products and services. 15-20 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-28 |
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