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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_RES | 2024-01-08 |
| MA | RA | APPROVED | 2012-07-12 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
817 Washington Street Ste 302, Braintree, MA 02184 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 04/1990 | Present |
| Self Employed / Notary | Braintree | MA | 04/1990 | Present |
| Gotta Retirement Services, Inc. | Braintree | MA | 08/2012 | Present |
| Ye Olde Garrison Inc. | Braintree | MA | 01/2008 | Present |
| Brian J. Gotta | Briantree | MA | 01/2007 | Present |
| Havenwood, Llc | Braintree | MA | 12/2006 | 05/2019 |
| United Planners Financial Services | Scottsdale | AZ | 05/2012 | Present |
| Gotta Retirement Services, Inc. | Braintree | MA | 08/2012 | Present |
1.) GOTTA RETIREMENT SERVICES, INC. - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - BRAINTREE, MA - SINCE 08/2012 - INVESTMENT RELATED 2.) BRIAN J. GOTTA - SALES REPRESENTATIVE - NON-VARIABLE INSURANCE - SINCE 01/2007 - BRAINTREE, MA - INVESTMENT RELATED 3.) YE OLDE GARRISON INC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SINCE 01/2008 - BRAINTREE, MA - INVESTMENT RELATED 4.) NOTARY PUBLIC - NOTARY PUBLIC - I'M A NOTARY - BRAINTREE, MA - SINCE 01/2016 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-05 |
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