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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 | 2007-01-24 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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 |
|---|---|---|---|---|
| Planwell Financial | Scottsdale | AZ | 03/2006 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 12/2006 | Present |
| Planwell Llc | Scottsdale | AZ | 03/2006 | 10/2023 |
1.) AGASI FAMILY TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY - SCOTTSDALE, AZ - SINCE 03/2015 - INVESTMENT RELATED 2.) RAINBOW RAIN, LLC - MEMBER - PERSONAL INVESTMENT HOLDING - SCOTTSDALE, AZ - SINCE 05/2019 - INVESTMENT RELATED 3.) PLANWELL FINANCIAL LLC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SCOTTSDALE, AZ - SINCE 10/2005 - INVESTMENT RELATED 4.) SHEILA CUFFARI-AGASI - AGENT - NON-VARIABLE INSURANCE - SCOTTSDALE, AZ - SINCE 03/2006 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-21 |
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