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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2009-08-24 |
Branch Locations
704 Lenox Ave, Westfield, NJ 07090 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 08/2009 | Present |
| Phage Partners Llc | Severna Park | MD | 01/2001 | 12/2016 |
| Lisa Kops-Wendel | Westfield | NJ | 02/1999 | Present |
| Lisa Kops-Wendel, As Licensed Agent | Westfield | NJ | 02/1999 | Present |
1.) LISA KOPS-WENDEL - LICENSED INSURANCE AGENT - NON-VARIABLE INSURANCE - WESTFIELD, NJ - SINCE 02/1999 - INVESTMENT RELATED 2.) WENDEL FINANCIAL GROUP - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - WESTFIELD, NJ - SINCE 06/2019 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-05 |
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