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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-01-01
  • HI RA
    APPROVED
    Since 2025-01-01

Branch Locations

3156 Elua St., Lihue, HI 96766 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Yee Corp Lihue HI 03/2018 Present
Bank Of Hawaii Hilo HI 11/2012 02/2018
Scf Securities, Inc Fresno CA 08/2019 06/2024
United Planners Financial Services Scottsdale AZ 06/2024 Present
Tyler Yee Lihue HI 02/2018 Present
  • 03/2018 → Present
    Yee Corp
    Lihue, HI
  • 11/2012 → 02/2018
    Bank Of Hawaii
    Hilo, HI
  • 08/2019 → 06/2024
    Scf Securities, Inc
    Fresno, CA
  • 06/2024 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 02/2018 → Present
    Tyler Yee
    Lihue, HI
Previous Registrations
  • 2023-01-10 → 2024-07-01
    Scf Investment Advisors, Inc.
    San Diego, CA
    Lihue, HI
Other Businesses

1.) YEECORP FINANCIAL - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - LIHUE, HI - SINCE 06/1988 - INVESTMENT RELATED 2.) TYLER YEE - INSURANCE AGENT - NON-VARIABLE INSURANCE - LIHUE, HI - SINCE 02/2018 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
  • S66 Uniform Combined State Law Examination
    2022-12-16

View on SEC IAPD

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