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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-11-19 |
| OK | RA | APPROVED | 2003-04-30 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
226 West Gray St Ste 201, Norman, OK 73069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottdale | AZ | 03/1996 | Present |
| Karman Scott - Independent Insurance / Notary | Oklahoma City | OK | 03/1996 | Present |
| Fortress Financial Inc | Norman | OK | 01/2008 | Present |
| Karman Scott | Oklahoma City | OK | 03/2017 | 03/2019 |
| Karman Scott Independent Insurance | Norman | OK | 07/2008 | Present |
| Independent Agent | Norman | OK | 07/2008 | Present |
1.) FORTRESS FINANCIAL INC - PRESIDENT - SUB S CORP - NORMAN, OK - SINCE 07/2008 - NOT INVESTMENT RELATED 2.) KARMAN SCOTT INDEPENDENT INSURANCE - PRODUCER - NON-VARIABLE INSURANCE - NORMAN, OK - SINCE 07/2008 - INVESTMENT RELATED 3.) Karman Scott (Notary) - NOTARY PUBLIC - NOTARIZE DOCUMENTS - NORMAN, OK - SINCE 04/1997 - NOT INVESTMENT RELATED 4.) INDEPENDENT AGENT - Producer - Non-Variable Insurance - Norman OK - Since 7/2008 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-02 |
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