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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2000-03-10 |
Branch Locations
7547 Gibraltar Street #102, Carlsbad, CA 92009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 06/1996 | Present |
| Financial Resource Network | San Diego | CA | 06/1996 | Present |
| Lombardi Group | Carlsbad | CA | 11/2014 | 02/2022 |
| Stuart Lee Kesselhaut | Carlsbad | CA | 12/1989 | Present |
| Stuart Lee Kesselhaut | Carlsbad | CA | 04/2022 | Present |
1.) STUART LEE KESSELHAUT - AGENT - NON-VARIABLE INSURANCE - SINCE 12/1989 - CARLSBAD, CA - INVESTMENT RELATED 2.) STUART LEE KESSELHAUT - CONSULTANT - CONSULTING SERVICES - CARLSBAD, CA - SINCE 04/2022 - NOT INVESTMENT RELATED 3.) FINANCIAL RESOURCE NETWORK - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - CARLSBAD, CA - SINCE 12/1989 - INVESTMENT RELATED 4.) KESSELHAUT FAMILY FOUNDATION - TREASURER - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - DANA POINT, CA - SINCE 12/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-02 |
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