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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-01-17 |
Branch Locations
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 | Scottsdale | AZ | 01/2014 | Present |
| Medicare Back Office | Omaha | NE | 09/2014 | 03/2026 |
| Christopher A. Roberts | Sioux Falls | SD | 03/2014 | 12/2025 |
| Ohio National Life Insurance | Cincinnatti | OH | 10/2018 | 09/2022 |
| Ascia Partners | Ft. Myers | FL | 06/2021 | Present |
1.) ASCIA PARTNERS - PRINCIPAL - LONG TERM CARE INSURANCE - FT. MYERS, FL - SINCE 06/2021 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-31 |
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