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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2008-06-12 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Chandler, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 05/1988 | Present |
| Charles Lefkowitz | Chandler | AZ | 01/1998 | Present |
| Estate Planning Strategies | Phoenix | AZ | 01/1998 | Present |
| Send Out Cards | Scottsdale | AZ | 02/2010 | Present |
| Integrated Trust Systems | Scottsdale | AZ | 01/1998 | Present |
| Integrated Trust Systems | Chandler | AZ | 01/1998 | Present |
| Charles Lefkowitz Independent Insurance | Chandler | AZ | 01/2012 | Present |
1.) CHARLES LEFKOWITZ INDEPENDENT INSURANCE - AGENT - NON-VARIABLE INSURANCE - CHANDLER, AZ - SINCE 01/2012 - INVESTMENT RELATED 2.) ESTATE PLANNING STRATEGIES - CONSULTANT - ESTATE PLANNING DOCUMENT PREPARATION - SINCE 01/1998 - PHOENIX, AZ--- 3.) SEND OUT CARDS ENTREPRENEUR - GREETING CARDS DISTRIBUTOR - WHOLESALE AND RETAIL SALES - SCOTTSDALE, AZ - SINCE 02/2010 4.) INTEGRATED TRUST SYSTEMS - CONSULTANT - ESTATE PLANNING DOCUMENT PREPARATION - CHANDLER, AZ - SINCE 01/1998 - NOT INVESTMENT RELATED 5.) CHARLES LEFKOWITZ - NOTARY - PUBLIC NOTARY - CHANDLER, AZ - SINCE 01/1998 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-18 |
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