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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-03 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
2425 Sweet Home Road Ste. C, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 08/2012 | 02/2018 |
| Lpl Financial Llc | Amherst | NY | 02/2018 | 10/2021 |
| Scf Securities, Inc | Fresno | CA | 10/2021 | Present |
| United Planners Financial Services | Scottsdale | AZ | 09/2024 | Present |
| John Russo | Amherst | NY | 04/1999 | Present |
| Financial Planning Advisors | Amherst | NY | 06/2021 | Present |
1.) JOHN RUSSO - AGENT - NON-VARIABLE INSURANCE - AMHERST, NY - SINCE 04/1999 - INVESTMENT RELATED 2.) FINANCIAL PLANNING ADVISORS - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - AMHERST, NY - SINCE 01/1992 - INVESTMENT RELATED 3.) FINANCIAL PLANNING ADVISORS - TAX PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - AMHERST, NY - SINCE 06/2021 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-21 |
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