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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 | 2024-09-17 |
| CA | RA | APPROVED | 2024-08-27 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services Of America | Scottsdale | AZ | 05/2007 | 08/2018 |
| Doug Hall | Scottsdale | AZ | 09/2016 | 06/2018 |
| Independent Financial Group, Llc | San Diego | CA | 08/2018 | 08/2023 |
| United Planners Financial Services | Scottsdale | AZ | 09/2023 | Present |
| Doug Hall Consulting | San Diego | CA | 09/2023 | Present |
1.) DOUG HALL CONSULTING - OWNER - CONSULTING SERVICES - SAN DIEGO, CA - SINCE 09/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-12 |
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