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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-07 |
| TX | RA | APPROVED_RES | 2024-03-06 |
Branch Locations
115 West Main Street 2Nd Floor, Ste. C, Trappe, PA 19426 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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 |
|---|---|---|---|---|
| Mml Investors Services | Bala Cynwyd | PA | 12/2014 | 03/2022 |
| Mass Mutual | Bala Cynwyd | PA | 10/2014 | 03/2022 |
| Semus Wealth Partners, Llc | Malvern | PA | 03/2022 | 03/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2022 | 03/2024 |
| United Planners Financial Services | Scottsdale | AZ | 03/2024 | Present |
| William M. Schindler | Trappe | PA | 08/2023 | Present |
1.) WILLIAM M. SCHINDLER - INSURANCE AGENT - NON-VARIABLE INSURANCE - TRAPPE, PA - SINCE 08/2023 - INVESTMENT RELATED 2.) CAPITAL LEGACY PARTNERS, LLC - MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - COLLEGEVILLE, PA - SINCE 02/2024 - INVESTMENT RELATED 3.) SCHINDLER FINANCIAL ASSOCIATES, LLC - MANAGING PARTNER - LLC FOR BENEFIT OF TAX PURPOSES - COLLEGEVILLE, PA - SINCE 04/2013 - NOT INVESTMENT RELATED 4.) CAPITAL LEGACY PARTNERS, LLC - MANAGING PARTNER, PRIVATE WEALTH ADVISOR - LLC - TRAPPE, PA - SINCE 08/2019 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-25 |
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