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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-09-06 |
| CA | RA | APPROVED | 2022-09-02 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
San Diego, CA • 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 |
|---|---|---|---|---|
| Investment Placement Group | San Diego | CA | 01/2016 | 09/2022 |
| United Planners Financial Services | Scottsdale | AZ | 09/2022 | Present |
| Eduardo Guillermo Torres | San Diego | CA | 09/2024 | Present |
1.) PACIFIC TIDES WEALTH MANAGEMENT - MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - SOLANA BEACH, CA - SINCE 08/2022 - INVESTMENT RELATED 2.) EDUARDO GUILLERMO TORRES - AGENT - NON-VARIABLE INSURANCE - SAN DIEGO, CA - SINCE 09/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-08 |
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