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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 | 2020-02-04 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 10/2019 |
| Woodbury Financial Services, Inc. | Oakdale | MN | 11/2013 | 10/2019 |
| Fsc Securities Corporation | Atlanta | GA | 10/2005 | 10/2019 |
| Royal Alliance Associates, Inc. | Jersey City | NJ | 10/2005 | 10/2019 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1979-09-05 |
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