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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-10-27 |
| MS | RA | APPROVED | 2020-10-26 |
| TX | RA | APPROVED_RES | 2020-10-23 |
Branch Locations
1880 Lakeland Drive Ste B, Jackson, MS 39216 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 11/1992 | 07/2020 |
| Investacorp Advisory Services, Inc. | Miami Lakes | FL | 03/1999 | 07/2020 |
| Securities America, Inc. | Jackson | MS | 07/2020 | 10/2020 |
| Securities America Advisors, Inc. | Jackson | MS | 07/2020 | 10/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 10/2020 | Present |
| William Charles Artmann | Jackson | MS | 12/1985 | Present |
| William Charles Artmann | Jackson | MS | 09/1981 | Present |
1.) WILLIAM CHARLES ARTMANN - AGENT - NON-VARIABLE INSURANCE - JACKSON, MS - SINCE 12/1985 - INVESTMENT RELATED 2.) WILLIAM CHARLES ARTMANN - FOOTBALL REFEREE - HIGH SCHOOL AND COLLEGE FOOTBALL REFEREE - JACKSON, MS - SINCE 09/1981 - NOT INVESTMENT RELATED 3.) PROFESSIONAL PLANNING CONSULTANTS - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - JACKSON, MS - SINCE 07/1992 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-01 |
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