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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-03-15 |
| NC | RA | APPROVED | 2023-03-14 |
| TX | RA | APPROVED | 2023-03-14 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2014 | 03/2023 |
| United Planners Financial Services | Scottsdale | AZ | 03/2023 | Present |
| Michael Davies | Raleigh | NC | 02/2023 | Present |
1.) SPRINGSTONE HOA BOARD MEMBER - BOARD MEMBER - HOME OWNERS ASSOCIATION - RALEIGH, NC - SINCE 02/2023 - NOT INVESTMENT RELATED 2.) CAROLINA WEALTH PARTNERS - SENIOR PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - RALEIGH, NC - SINCE 01/2016 - INVESTMENT RELATED 3.) GRAHAM D'S COFFEE BEANS - OWNER, PARTNER - RETAIL - RALEIGH, NC - SINCE 07/2023 - NOT INVESTMENT RELATED 4.) MICHAEL DAVIES - PARTNER/AGENT - NON-VARIABLE INSURANCE - RALEIGH, NC - SINCE 02/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-28 |
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