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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-01-01
  • HI RA
    APPROVED
    Since 2025-01-01

Branch Locations

3156 Elua St., Lihue, HI 96766 • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Yeecorp, Inc. Dba Yeecorp Insurance Svcs Lihue HI 08/1987 Present
Scf Securities, Inc. Fresno CA 01/2014 06/2024
Scf Investment Advisors, Inc. Fresno CA 01/2014 06/2024
United Planners Financial Services Scottsdale AZ 06/2024 Present
Gordon Yee Lihue HI 01/1988 Present
  • 08/1987 → Present
    Yeecorp, Inc. Dba Yeecorp Insurance Svcs
    Lihue, HI
  • 01/2014 → 06/2024
    Scf Securities, Inc.
    Fresno, CA
  • 01/2014 → 06/2024
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 06/2024 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 01/1988 → Present
    Gordon Yee
    Lihue, HI
Previous Registrations
  • 2014-01-30 → 2024-07-01
    Scf Investment Advisors, Inc.
    Fresno, CA
    Lihue, HI
    San Diego, CA
  • 2013-11-13 → 2013-12-05
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 2007-07-09 → 2013-11-01
    Lihue, HI
    Lihue, HI
  • 2002-05-22 → 2007-06-28
    Brookstreet Securities Corporation
    Lihue, HI
    Honolulu, HI
Other Businesses

1.) YEECORP INC. - OFFICER - CORPORATION FOR TAX PURPOSES - LIHUE, HI - SINCE 05/1988 - NOT INVESTMENT RELATED 2.) YEECORP FINANCIAL - OWNER/OFFICER - DBA NAME FOR MARKETING PURPOSES ONLY - LIHUE, HI - SINCE 06/1988 - INVESTMENT RELATED 3.) GORDON YEE - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LIHUE, HI - SINCE 01/1988 - INVESTMENT RELATED 4.) KAPAA MISSIONARY CHURCH - CHAIR - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - KAPAA, HI - SINCE 05/2025 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-06
S63 Uniform Securities Agent State Law Examination 1993-06-05
  • S65 Uniform Investment Adviser Law Examination
    1996-01-06
  • S63 Uniform Securities Agent State Law Examination
    1993-06-05
Designations

View on SEC IAPD

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