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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2013-11-21 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
1270 E Broadway Rd Ste 202, Tempe, AZ 85282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 09/2013 | Present |
| Jmf Financial Services, Llc | Phoenix | AZ | 07/1999 | Present |
| Joseph M Feichtel | Tempe | AZ | 12/2017 | Present |
1.) JMF FINANCIAL SERVICES, LLC - OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - TEMPE, AZ - SINCE 07/1999 - NOT INVESTMENT RELATED 2.) JOSEPH M FEICHTEL - OWNER - NON-VARIABLE INSURANCE - TEMPE, AZ - SINCE 12/2017 - INVESTMENT RELATED 3.) JMF FINANCIAL SERVICES, LLC - OWNER, MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - TEMPE, AZ - SINCE 07/1999 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-12 |
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