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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
3708 Lakeside Dr. Ste 202, Reno, NV 89509 • 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 | 09/2002 | Present |
| Lifeline Estate Services Inc | Reno | NV | 08/2002 | Present |
| Jsr Enterprises Flp | Reno | NV | 08/2014 | 12/2023 |
1.) LIFELINE ESTATE SERVICES INC. - PRESIDENT - ESTATE PLANNING - RENO, NV - SINCE 08/2002 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-06 |
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