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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
FL RA APPROVED 2010-07-27
  • FL RA
    APPROVED
    Since 2010-07-27

Branch Locations

316 S. Ocean Shore Blvd., Flagler Beach, FL 32136 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners Financial Services Scottsdale AZ 06/2010 Present
Jbirney Financial Flagler Beach FL 01/1987 Present
Americana Radio St Augustine FL 04/2001 Present
Early Learning Coalition Of Flagler & Volusia Daytona Beach FL 11/2017 Present
Jbirney Financial Flagler Beach FL 07/2010 Present
Jbirney Financial Flagler Beach FL 01/1987 Present
  • 06/2010 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 01/1987 → Present
    Jbirney Financial
    Flagler Beach, FL
  • 04/2001 → Present
    Americana Radio
    St Augustine, FL
  • 11/2017 → Present
    Early Learning Coalition Of Flagler & Volusia
    Daytona Beach, FL
  • 07/2010 → Present
    Jbirney Financial
    Flagler Beach, FL
  • 01/1987 → Present
    Jbirney Financial
    Flagler Beach, FL
Previous Registrations
Other Businesses

1.) J BIRNEY FINANCIAL - AGENT - NON-VARIABLE INSURANCE - FLAGLER BEACH, FL - SINCE 01/1987 - INVESTMENT RELATED 2.) AMERICANA RADIO - STATION WFCF, 88.5 FM - VOLUNTEER ~ COLLEGE RADIO STATION DJ - ST AUGUSTINE, FL - SINCE 04/2001 - NOT INVESTMENT RELATED 3.) EARLY LEARNING COALITION OF FLAGLER & VOLUSIA - BOARD MEMBER (CHAIR) - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER -DAYTONA BEACH, FL - SINCE 11/2017 - NOT INVESTMENT RELATED 4.) JBIRNEY FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - FLAGLER BEACH, FL - SINCE 07/2010 - NOT INVESTMENT RELATED 5.) HOUNDSTOOTH RADIO - INTERNET MUSIC RADIO SHOW - DJ - DJ-MUSIC RADIO - ST. AUGUSTINE, FL - SINCE 09/2024 - NOT INVESTMENT RELATED 6.) DAYTONA REGIONAL CHAMBER OF COMMERCE - "MISSION" MEMBER - MEMBER ONLY - DAYTONA BEACH, FL - SINCE 09/2015 - NOT INVESTMENT RELATED 7.) ST. JOHNS COUNTY CHAMBER OF COMMERCE - MEMBER - MEMBER ONLY - ST. AUGUSTINE, FL - SINCE 01/2000 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-26
S63 Uniform Securities Agent State Law Examination 1997-09-26
  • S66 Uniform Combined State Law Examination
    2013-03-26
  • S63 Uniform Securities Agent State Law Examination
    1997-09-26
Other Names
  • John T Birney
  • John Birney

View on SEC IAPD

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