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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
OR RA APPROVED 2024-07-11
  • OR RA
    APPROVED
    Since 2024-07-11

Branch Locations

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

210 West 8Th St, Medford, OR 97501 • 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
Jenny Hamilton (Self-Employed) Klamath Falls OR 11/2021 Present
Columbia Forest Products Klamath Falls OR 06/2003 11/2021
United Planners Financial Services Scottsdale AZ 02/2023 Present
Jenny Hamilton Klamath Falls OR 01/2022 12/2024
Oregon Pacific Financial Advisors, Inc 210 West 8Th St OR 01/2023 12/2024
Jenny Hamilton Medford OR 06/2023 Present
  • 11/2021 → Present
    Jenny Hamilton (Self-Employed)
    Klamath Falls, OR
  • 06/2003 → 11/2021
    Columbia Forest Products
    Klamath Falls, OR
  • 02/2023 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 01/2022 → 12/2024
    Jenny Hamilton
    Klamath Falls, OR
  • 01/2023 → 12/2024
    Oregon Pacific Financial Advisors, Inc
    210 West 8Th St, OR
  • 06/2023 → Present
    Jenny Hamilton
    Medford, OR
Previous Registrations
  • 2023-05-31 → 2024-12-31
    Oregon Pacific Financial Advisors Inc
    Medford, OR
Other Businesses

1.) JENNY HAMILTON - LIFE INSURANCE AGENT - NON-VARIABLE INSURANCE - MEDFORD, OR - SINCE 06/2023 - INVESTMENT RELATED 2.) OREGON PACIFIC FINANCIAL ADVISORS, INC - FINANCIAL PLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - MEDFORD, OR - SINCE 07/2019 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-04
  • S66 Uniform Combined State Law Examination
    2023-05-04
Other Names
  • Jenny Hamilton
  • Jennifer Moresi
  • Jenny Moresi

View on SEC IAPD

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