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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-09-22 |
Branch Locations
711 W. Bailey Boswell Rd. Ste. 102, Saginaw, TX 76179 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
3710 Rawlins Ste 1420, Dallas, TX 75219 • 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 | Scottsdale | AZ | 09/2011 | Present |
| North Star Wealth Strategies Llc | Fort Worth | TX | 10/1991 | Present |
| North Star Wealth Strategies | Fort Worth | TX | 09/2011 | Present |
| Marvin Petty | Fort Worth | TX | 09/2011 | Present |
1.) NORTH STAR WEALTH STRATEGIES - OWNER - NON-VARIABLE INSURANCE - FORT WORTH, TX - SINCE 09/2011 - INVESTMENT RELATED 2.) NORTH STAR WEALTH STRATEGIES LLC - OWNER - DBA FOR MARKETING UNITED PLANNERS BUSINESS - FORT WORTH, TX - SINCE 09/2011 - INVESTMENT RELATED 3.) MARVIN PETTY - OWNER - NON-VARIABLE INSURANCE - FORT WORTH, TX - SINCE 09/2011 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-17 |
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