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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
MD RA APPROVED 2008-06-13
  • MD RA
    APPROVED
    Since 2008-06-13

Branch Locations

11350 Mccormick Rd Suite 907, Hunt Valley, MD 21031 • 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 06/2008 Present
Fccau Belcamp MD 07/2013 07/2021
George Jankiewicz Cpa Warwick MD 01/1990 Present
College Planning Network Hunt Valley MD 02/2015 08/2024
Towson University Baltimore MD 02/2006 12/2022
Financial Planning Association Of Md Reisterstown MD 07/2018 07/2021
George Jankiewicz Hunt Valley MD 06/2008 Present
The Phoenix Group Columbia MD 11/2018 Present
Federal Training Corporation Hunt Valley MD 11/2019 Present
  • 06/2008 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 07/2013 → 07/2021
    Fccau
    Belcamp, MD
  • 01/1990 → Present
    George Jankiewicz Cpa
    Warwick, MD
  • 02/2015 → 08/2024
    College Planning Network
    Hunt Valley, MD
  • 02/2006 → 12/2022
    Towson University
    Baltimore, MD
  • 07/2018 → 07/2021
    Financial Planning Association Of Md
    Reisterstown, MD
  • 06/2008 → Present
    George Jankiewicz
    Hunt Valley, MD
  • 11/2018 → Present
    The Phoenix Group
    Columbia, MD
  • 11/2019 → Present
    Federal Training Corporation
    Hunt Valley, MD
Previous Registrations
  • 1999-01-01 → 2008-06-13
    Clifton Gunderson Wealth Advisors
    Timonium, MD
Other Businesses

1.) GEORGE JANKIEWICZ CPA - OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - WARWICK, MD - SINCE 01/1990 - NOT INVESTMENT RELATED 2.) THE PHOENIX GROUP - INSTRUCTOR - TEACHING/COACHING - COLUMBIA, MD - SINCE 11/2018 - NOT INVESTMENT RELATED 3.) GEORGE JANKIEWICZ - OWNER - NON-VARIABLE INSURANCE - TOWSON, MD - SINCE 06/2008 - INVESTMENT RELATED 4.) FEDERAL TRAINING CORPORATION - INSTRUCTOR/OWNER - TEACHING/COACHING - HUNT VALLEY, MD - SINCE 11/2019 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-04-02
S65 Uniform Investment Adviser Law Examination 1995-03-31
  • S63 Uniform Securities Agent State Law Examination
    2003-04-02
  • S65 Uniform Investment Adviser Law Examination
    1995-03-31
Designations

View on SEC IAPD

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