Joshua Eller

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-06-02
TX	RA	APPROVED	2026-05-29

Branch Locations

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

Organization	City	State	From	To
United Planners Financial Services	Scottsdale	AZ	05/2026	Present
Edward Jones	St Louis	MO	01/2016	02/2017
Jpmorgan Chase Bank Na	Houston	TX	03/2018	02/2019
Jpmorgan Securities Llc	Houston	TX	03/2018	02/2019
Uber Technologies (Xchange Leasing)	San Fransico	CA	02/2017	12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Spring	TX	02/2019	12/2019
Bank Of America, N.A.	Spring	TX	02/2019	12/2019
Valic Financial Advisors	Houston	TX	07/2022	03/2023
Lpl Financial Llc	Cypress	TX	03/2023	07/2023
Aig	Houston	TX	06/2020	07/2022
Unemployed	Houston	TX	12/2019	06/2020
United Planners Financial Services	Scottsdale	AZ	08/2023	05/2025
Ameriprise Financial Services, Llc	Minneapolis	MN	05/2025	05/2026

05/2026 → Present

United Planners Financial Services

Scottsdale, AZ
01/2016 → 02/2017

Edward Jones

St Louis, MO
03/2018 → 02/2019

Jpmorgan Chase Bank Na

Houston, TX
03/2018 → 02/2019

Jpmorgan Securities Llc

Houston, TX
02/2017 → 12/2017

Uber Technologies (Xchange Leasing)

San Fransico, CA
02/2019 → 12/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Spring, TX
02/2019 → 12/2019

Bank Of America, N.A.

Spring, TX
07/2022 → 03/2023

Valic Financial Advisors

Houston, TX
03/2023 → 07/2023

Lpl Financial Llc

Cypress, TX
06/2020 → 07/2022

Aig

Houston, TX
12/2019 → 06/2020

Unemployed

Houston, TX
08/2023 → 05/2025

United Planners Financial Services

Scottsdale, AZ
05/2025 → 05/2026

Ameriprise Financial Services, Llc

Minneapolis, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-23
S65	Uniform Investment Adviser Law Examination	2019-03-06

Other Firms