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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2008-06-26 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
116 Main St., Skowhegan, ME 04976 • 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 |
|---|---|---|---|---|
| Masterman Agency | West Farmington | ME | 11/1982 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 06/2008 | Present |
| Masterman Farm | Avon | ME | 01/2001 | Present |
| David Masterman | Skowhegan | ME | 01/2008 | Present |
1.) MASTERMAN AGENCY - OWNER - Marketing purposes only - SINCE 11/1982 - WEST FARMINGTON, ME - NOT INVESTMENT RELATED 2.) MASTERMAN FARM - 50% OWNER/ADMINISTRATOR - ADMINISTRATION OF INHERITED FAMILY FARM - SINCE 1/2001 - AVON, ME - NOT INVESTMENT RELATED 3.) MASTERMAN PROPERTIES - 50% OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CARABASSETT VALLEY, ME - SINCE 06/2019 - INVESTMENT RELATED 4.) DAVID MASTERMAN - AGENT - NON-VARIABLE INSURANCE - SKOWHEGAN, ME - SINCE 01/2008 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-01 |
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