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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_RES | 2022-12-06 |
| PA | RA | APPROVED | 2019-12-24 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
Furlong, PA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 01/2013 | 02/2018 |
| Lpl Financial Llc | Furlong | PA | 02/2018 | 12/2019 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 12/2019 | Present |
| Letip Of Doylestown | Doylestown | PA | 03/1996 | 05/2024 |
| James A. Bartow | Furlong | PA | 01/1990 | Present |
| James A Bartow, Cfp | Furlong | PA | 01/2026 | Present |
1.) JAMES A. BARTOW - INSURANCE AGENT/BROKER - NON-VARIABLE INSURANCE - FURLONG, PA - SINCE 01/1990 - INVESTMENT REALTED 2.) JB FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - FURLONG, PA - SINCE 01/2020 - INVESTMENT RELATED 3.) JAMES A BARTOW, CFP - PLANNING CONSULTING - ESTATE PLANNING - FURLONG, PA - SINCE 01/2026 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-23 |
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