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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-03-10 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
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 |
|---|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 06/1999 | 03/2018 |
| First Financial Equity Corporation | Scottsdale | AZ | 03/2018 | 12/2020 |
| First Financial Equity Corporation | Scottsdale | AZ | 12/2020 | 03/2022 |
| United Planners Financial Services | Scottsdale | AZ | 03/2022 | Present |
1.) THE MERCEDES G WEAVER LIVING TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - LAS CRUCES, NM - SINCE 04/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-18 |
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