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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
TX RA APPROVED 2026-04-20
TN RA APP_PEND_IARCE 2026-01-01
LA RA APPROVED 2025-07-24
OH RA APPROVED 2018-09-13
NH RA APPROVED 2018-09-12
  • TX RA
    APPROVED
    Since 2026-04-20
  • TN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • LA RA
    APPROVED
    Since 2025-07-24
  • OH RA
    APPROVED
    Since 2018-09-13
  • NH RA
    APPROVED
    Since 2018-09-12

Branch Locations

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

Collierville, TN • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2009 04/2017
Northwestern Mutual Investment Services, Llc Memphis TN 11/2014 04/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 04/2017
Mass Mutual Life Insurance Company Collierville TN 04/2017 09/2018
Mml Investors Services Collierville TN 05/2017 09/2018
United Planners' Financial Services Of America A Limited Partner Scottsdale AZ 09/2017 Present
Nathan Harro Independent Insurance Collierville TN 07/2009 Present
The Centennial Wealth Group Collierville TN 04/2017 08/2024
  • 06/2009 → 04/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2014 → 04/2017
    Memphis, TN
  • 01/2016 → 04/2017
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2017 → 09/2018
    Mass Mutual Life Insurance Company
    Collierville, TN
  • 05/2017 → 09/2018
    Mml Investors Services
    Collierville, TN
  • 09/2017 → Present
    Scottsdale, AZ
  • 07/2009 → Present
    Nathan Harro Independent Insurance
    Collierville, TN
  • 04/2017 → 08/2024
    The Centennial Wealth Group
    Collierville, TN
Previous Registrations
Other Businesses

1.) NATHAN HARRO - AGENT - NON-VARIABLE INSURANCE - COLLIERVILLE, TN - SINCE 07/2009 - INVESTMENT RELATED 2.) FLIGHTPLAN FINANCIAL LLC - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - COLLIERVILLE, TN - SINCE 07/2023 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-20
S63 Uniform Securities Agent State Law Examination 2010-06-08
  • S65 Uniform Investment Adviser Law Examination
    2012-09-20
  • S63 Uniform Securities Agent State Law Examination
    2010-06-08
Designations

View on SEC IAPD

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