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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-10-15 |
| TX | RA | APPROVED | 2015-10-15 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
120 Vantis Suite 300, Aliso Viejo, CA 92656 • United States
Prescott Valley, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 09/2015 | Present |
| Matthew De Heras | Vantis | CA | 01/2013 | Present |
| De Heras Wealth Management | Aliso Viejo | CA | 11/2015 | Present |
| Mdtb, Llc | Aliso Viejo | CA | 01/2016 | Present |
| Advantis Advisors | Aliso Vijeo | CA | 07/2016 | Present |
| Matthew De Heras | Aliso Viejo | CA | 09/2016 | Present |
1.) DE HERAS WEALTH MANAGEMENT - DIRECTOR - DBA NAME FOR MARKETING AND CHECK WRITING ONLY - ALISO VIEJO, CA - SINCE 11/2015 - INVESTMENT RELATED 2.) ADVANTIS ADVISORS - MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - ALISO VIEJO, CA - SINCE 07/2016 - INVESTMENT RELATED 3.) MDTB, LLC - MEMBER - MDTB, LLC ALLOWS FOR UNITED PLANNERS TO SEND US K1'S (PART OF PARTNERSHIP) - ALISO VIEJO, CA - SINCE 01/2016 - NOT INVESTMENT RELATED 4.) MATTHEW DE HERAS - AGENT - NON-VARIABLE INSURANCE - ALISO VIEJO, CA - SINCE 09/2016 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-04 |
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