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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-04-07 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Sugar Land, TX • 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 | 03/2011 | Present |
| Core Usa Group | Sugar Land | TX | 01/2013 | Present |
| Insurance Designers Of Central Tx | Sugar Land | TX | 01/2005 | Present |
| Mcdonough Financial | Sugar Land | TX | 01/2003 | Present |
1.) MCDONOUGH FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - SUGAR LAND, TX - SINCE 01/2003 - INVESTMENT RELATED 2.) INSURANCE DESIGNERS OF CENTRAL TX - AGENT - NON-VARIABLE INSURANCE - SUGAR LAND, TX - SINCE 01/2005 - INVESTMENT RELATED 3.) CORE USA GROUP - AGENT - NON-VARIABLE INSURANCE - SUGAR LAND, TX - SINCE 01/2013 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-09 |
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