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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2008-09-15 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Virginia Beach, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarke And Company | Virginia Beach | VA | 01/2003 | 05/2022 |
| United Planners Financial Services | Scottsdale | AZ | 02/2004 | Present |
| Stephen B. Clarke | Virginia Beach | VA | 01/2004 | 08/2024 |
| Stephen Bennett Clarke | Virginia Beach | VA | 01/2003 | Present |
1.) CLARKE & COMPANY - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - VIRGINIA BEACH, VA - SINCE 01/2003 - INVESTMENT RELATED 2.) CLARKE & COMPANY RETIREMENT PLANNERS, INC. - OWNER - PASS THROUGH CORPORATION - VIRGINIA BEACH, VA - SINCE 01/2005 - INVESTMENT RELATED 3.) STEPHEN BENNETT CLARKE - INSURANCE AGENT - NON-VARIABLE INSURANCE - VIRGINIA BEACH, VA - SINCE 01/2003 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-20 |
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