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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 | 2019-02-22 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Investments Distributor, Llc | Windsor | CT | 05/2014 | 03/2017 |
| Voya Investment Management | Scottsdale | AZ | 05/2014 | 03/2017 |
| Voya Financial Advisors, Inc. | Scottsdale | AZ | 03/2017 | 02/2019 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 02/2019 | Present |
| Jacob Gold & Associates | Scottsdale | AZ | 03/2017 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-13 |
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