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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
FL RA APPROVED 2009-08-31
  • FL RA
    APPROVED
    Since 2009-08-31

Branch Locations

3236 Peninsula Circle, Melbourne, FL 32940 • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 08/2009 Present
Daniel Friedlander Melbourne FL 01/1995 Present
Daniel Friedlander Melbourne FL 01/1996 Present
Daniel Friedlander Melbourne FL 01/1994 Present
Daniel Friedlander Melbourne FL 01/1988 Present
  • 08/2009 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 01/1995 → Present
    Daniel Friedlander
    Melbourne, FL
  • 01/1996 → Present
    Daniel Friedlander
    Melbourne, FL
  • 01/1994 → Present
    Daniel Friedlander
    Melbourne, FL
  • 01/1988 → Present
    Daniel Friedlander
    Melbourne, FL
Previous Registrations
  • 2005-08-19 → 2009-08-24
    Waterstone Financial Group, Inc.
    Melbourne, FL
    Melbourne, FL
Other Businesses

1) DANIEL FRIEDLANDER - AGENT - NON-VARIABLE INSURANCE - MELBOURNE, FL - SINCE 01/1995 - INVESTMENT RELATED 2) DANIEL FRIEDLANDER - LANDLORD/OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MELBOURNE, FL - SINCE 01/1988 - INVESTMENT RELATED 3) DANIEL FRIEDLANDER - N/A - DIVORCE PLANNER - MELBOURNE, FL - SINCE 01/1996 - NOT INVESTMENT RELATED 4) DANIEL FRIEDLANDER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - MELBOURNE, FL - SINCE 01/1994 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-10-24
  • S63 Uniform Securities Agent State Law Examination
    1994-10-24
Designations

View on SEC IAPD

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