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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
TN RA APPROVED 2024-05-31
  • TN RA
    APPROVED
    Since 2024-05-31

Branch Locations

9695 Lebanon Rd. #130, Mt. Juliet, TN 37122 • 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
Scf Securities, Inc. Fresno CA 07/2018 05/2024
Mount Juliet Advisors Mount Juliet TN 01/2018 Present
St. Frances Cabaini Lebanon TN 08/2013 09/2019
Rockstar Academy Of Dance Mount Juliet TN 08/2015 01/2018
Ltcg Nashville TN 01/2014 01/2018
Scf Investment Advisors, Inc. Fresno CA 06/2019 05/2024
United Planners Financial Services Scottsdale AZ 05/2024 Present
Laura Sydenstricker Mt. Juliet TN 12/2021 03/2026
  • 07/2018 → 05/2024
    Scf Securities, Inc.
    Fresno, CA
  • 01/2018 → Present
    Mount Juliet Advisors
    Mount Juliet, TN
  • 08/2013 → 09/2019
    St. Frances Cabaini
    Lebanon, TN
  • 08/2015 → 01/2018
    Rockstar Academy Of Dance
    Mount Juliet, TN
  • 01/2014 → 01/2018
    Ltcg
    Nashville, TN
  • 06/2019 → 05/2024
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 05/2024 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 12/2021 → 03/2026
    Laura Sydenstricker
    Mt. Juliet, TN
Previous Registrations
  • 2019-06-13 → 2024-06-04
    Scf Investment Advisors, Inc.
    Mt. Juliet, TN
    San Diego, CA
    Mt. Juliet, TN
Other Businesses

1.) MT JULIET ADVISORS - OPERATIONS MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - MT. JULIET, TN - SINCE 01/2018 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-09
  • S66 Uniform Combined State Law Examination
    2019-06-09
Other Names
  • Laura Lee Lewanski
  • Laura Lee Parker

View on SEC IAPD

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