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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 | 2011-01-31 |
Branch Locations
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 | 01/2011 | Present |
| Scott O'KEeffe - Independent Insurance | Cave Creek | AZ | 01/2009 | Present |
SCOTT O'KEEFFE - INDEPENDENT INSURANCE - INACTIVE AGENT - CURRENTLY INSURANCE LICENSED IN THE STATE OF AZ WITH LIFE, HEALTH, AND DISABILITY, NO SOLICITATION OF INSURANCE PRODUCTS OR CLIENTS - SINCE 01/2009 - CAVE CREEK AZ - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-19 |
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