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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-03 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
501 N. Main #150, Aztec, NM 87410 • United States
5362 Malibu Ct, Cape Coral, FL 33904 • 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 | 11/2010 | Present |
| Insley Financial | Monte Viste | CO | 01/1989 | Present |
1.) CAROLYN INSLEY - CO-OWNER - NON-VARIABLE INSURANCE - MONTE VISTE, CO - SINCE 01/1989 - INVESTMENT RELATED 2.) INSLEY-MITCH FINANCIAL - CO-OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - MONTE VISTA, CO - SINCE 02/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-06 |
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