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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-11-02 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
701 White Horse Road Suite 1, Voorhees, NJ 08043 • 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 |
|---|---|---|---|---|
| Summit Brokerage Services | Haddon Twp | NJ | 08/2015 | 07/2017 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 10/2017 | Present |
| Keith Herman | Haddon Township | NJ | 04/2015 | 02/2025 |
| Keith Herman | Voorhees | NJ | 08/2006 | Present |
1.) HADDON FINANCIAL SOLUTIONS - MANAGING PARTNER- DBA NAME FOR MARKETING PURPOSES ONLY - VOORHEES, NJ - SINCE 09/2015 - INVESTMENT RELATED 2.) KEITH HERMAN - SELF - NON-VARIABLE INSURANCE - VOORHEES, NJ - SINCE 08/2006 - INVESTMENT RELATED 3.) 7 SOMETHING LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - VOORHEES, NJ - SINCE 09/2022 - INVESTMENT RELATED 4.) HADDON ADVISORY GROUP - PARTNER - PARTNERSHIP - VOORHEES, NJ - SINCE 10/2022 - NOT INVESTMENT RELATED 5.) AABCO TRADING - OWNER - USED FOR SELF ACCOUNTING PURPOSES - CHERRY HILL, NJ - SINCE 01/2013 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-16 |
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