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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-17 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
100 E. Thousand Oaks Blvd Ste 260, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | La Mirada | CA | 09/2016 | 05/2020 |
| United Planners | Thousand Oaks | CA | 06/2018 | 03/2022 |
| United Planners Financial Services | Scottsdale | AZ | 03/2022 | Present |
1.) ALEXANDRIA FRANCO - LIFE-ONLY AGENT - NON-VARIABLE INSURANCE - THOUSAND OAKS, CA - SINCE 08/2020 - INVESTMENT RELATED 2.) ADVANCED TAX STRATEGIES - ASSOCIATE - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - THOUSAND OAKS, CA - SINCE 03/2022 - NOT INVESTMENT RELATED 3.) FRANCO FINANCIAL SERVICES - ASSOCIATE - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - THOUSAND OAKS, CA - SINCE 03/2022 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
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