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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
NH RA APPROVED 2026-07-16
FL RA APPROVED 2026-01-06
ME RA APPROVED 2008-06-26
  • NH RA
    APPROVED
    Since 2026-07-16
  • FL RA
    APPROVED
    Since 2026-01-06
  • ME RA
    APPROVED
    Since 2008-06-26

Branch Locations

48 Liberty Dr., Hermon, ME 04401 • United States

Englewood, FL • United States

Carmel, ME • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Maine Street Insurance And Financial Services Glenburn ME 01/2006 Present
United Planners' Financial Services Of America Scottsdale AZ 06/2008 Present
Master Mentors Glenburn ME 07/2011 06/2022
Anah Shrine Temple Bangor ME 06/2004 01/2024
Anah Shrine Finance Committee Bangor ME 04/2012 Present
Doug Dulac Carmel ME 07/2011 Present
Master Mentors Carmel ME 02/2011 06/2022
Master Mentors Carmel ME 02/2011 06/2022
Douglas Dulac Carmel ME 11/2010 01/2024
Doug Dulac Carmel ME 07/2011 Present
Douglas Dulac Englewood FL 06/2024 12/2024
  • 01/2006 → Present
    Maine Street Insurance And Financial Services
    Glenburn, ME
  • 06/2008 → Present
    United Planners' Financial Services Of America
    Scottsdale, AZ
  • 07/2011 → 06/2022
    Master Mentors
    Glenburn, ME
  • 06/2004 → 01/2024
    Anah Shrine Temple
    Bangor, ME
  • 04/2012 → Present
    Anah Shrine Finance Committee
    Bangor, ME
  • 07/2011 → Present
    Doug Dulac
    Carmel, ME
  • 02/2011 → 06/2022
    Master Mentors
    Carmel, ME
  • 02/2011 → 06/2022
    Master Mentors
    Carmel, ME
  • 11/2010 → 01/2024
    Douglas Dulac
    Carmel, ME
  • 07/2011 → Present
    Doug Dulac
    Carmel, ME
  • 06/2024 → 12/2024
    Douglas Dulac
    Englewood, FL
Previous Registrations
  • 2008-02-26 → 2008-07-03
    United Securities Alliance, Inc.
    Englewood, CO
  • 2007-12-19 → 2007-12-31
    United Securities Alliance, Inc.
    Englewood, CO
Other Businesses

1.) MAINE STREET INSURANCE AND FINANCIAL SERVICES - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - CARMEL, ME - SINCE 01/2006 - INVESTMENT RELATED 2.) DOUG DULAC - RESPONSIBLE AGENT - NON-VARIABLE INSURANCE - CARMEL, ME - SINCE 07/2011 - INVESTMENT RELATED 3.) ANAH SHRINE FINANCE COMMITTEE - FINANCE COMMITTEE MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - BANGOR, ME - SINCE 04/2012 - INVESTMENT RELATED 4.) DOUGLAS DULAC - NOTARY - NOTARY - CARMEL, ME - SINCE 11/2010 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-01-11
S65 Uniform Investment Adviser Law Examination 1999-05-24
  • S63 Uniform Securities Agent State Law Examination
    2002-01-11
  • S65 Uniform Investment Adviser Law Examination
    1999-05-24
Designations
Other Names
  • Doug Dulac

View on SEC IAPD

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