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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-09 |
Branch Locations
2716 Linmar Ave, Nashville, TN 37215 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 05/2012 | Present |
| Kevin G Higdon - Independent Insurance | Nashville | TN | 12/2000 | Present |
| Deer Run Apartments | Grandview | MO | 01/2018 | Present |
| Private Lenders 6Th Street | Torrence | CA | 11/2020 | Present |
| Woodwind Condomimums | Torrance | CA | 10/2021 | 10/2021 |
| Roy Matlock Jr Business Solutions | Nashville | TN | 01/2023 | Present |
| Roy Matlock Jr. Business Services | Nashville | TN | 07/2024 | Present |
1.) KEVIN G HIGDON INDEPENDENT INSURANCE - AGENT - INSURANCE AND FINANCIAL SERVICES - NASHVILLE, TN - SINCE 12/2000 - INVESTMENT RELATED 2.) WOODWIND CONDOMIMUMS - MANAGEMENT CONSULTANT, BOOKKEEPING - REAL ESTATE/RENTAL PROPERTIES/PROPERTY MANAGEMENT - TORRANCE, CA - SINCE 10/2021 - INVESTMENT RELATED 3.) HIGDON FINANCIAL GROUP - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - NASHVILLE, TN - SINCE 07/2022 - INVESTMENT RELATED 4.) ROY MATLOCK JR BUSINESS SOLUTIONS - CONNECTOR - BUSINESS DEVELOPMENT/CONNECTOR - NASHVILLE, TN - SINCE 01/2023 - NOT INVESTMENT RELATED 5.) ROY MATLOCK JR. BUSINESS SERVICES - BUSINESS DEVELOPMENT - REFERRAL SPECIALIST FOR DEBT SOLUTIONS - NASHVILLE, TN - SINCE 07/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 2001-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-13 |
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