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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
PA RA APPROVED 2007-10-05
  • PA RA
    APPROVED
    Since 2007-10-05

Branch Locations

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

Lebanon, PA • United States

Disclosures

3 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Scott A Biltz Lebanon PA 09/2001 Present
Ups Store Palmyra PA 12/2007 08/2024
Grandsons Gameland Llc Lebanon PA 12/2001 Present
Scott Biltz Lebanon PA 01/1995 07/2026
  • 09/2001 → Present
    Scott A Biltz
    Lebanon, PA
  • 12/2007 → 08/2024
    Ups Store
    Palmyra, PA
  • 12/2001 → Present
    Grandsons Gameland Llc
    Lebanon, PA
  • 01/1995 → 07/2026
    Scott Biltz
    Lebanon, PA
Previous Registrations
  • 2007-09-18 → 2007-10-12
    Msi Financial Services, Inc.
    Annville, PA
Other Businesses

1.) GRANDSONS GAMELAND LLC - PRESIDENT - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LEBANON, PA - SINCE 09/2001 - INVESTMENT RELATED 2.) SCOTT A BILTZ - OWNER - NON-VARIABLE INSURANCE - LEBANON, PA - SINCE 09/2001 - INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-09-20
  • S63 Uniform Securities Agent State Law Examination
    1995-09-20
Designations

View on SEC IAPD

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