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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-01 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
Leland, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc. | Leland | NC | 04/2016 | 11/2021 |
| Kestra Advisory Services, Llc. | Leland | NC | 04/2016 | 11/2021 |
| Scf Securities, Inc | Fresno | CA | 11/2021 | Present |
| Scf Investment Advisors, Inc | Fresno | CA | 11/2021 | Present |
| United Planners Financial Services | Scottsdale | AZ | 09/2024 | Present |
1.) FINANCIAL PLANNING ADVISORS, INC. - MANAGING DIRECTOR - DBA NAME FOR MARKETING PURPOSES ONLY - LELAND, NC - SINCE 06/2005 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-11-28 |
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