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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-07-30 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
7465 Sr 366 Ste A, Huntsville, OH 43324 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 07/2015 | Present |
| Point Harbor, Inc. | Russells Point | OH | 06/1995 | Present |
| Jeff Vogel / Rick Clark Rental Property | Russells Point | OH | 03/1993 | 02/2020 |
| Clark Financial Group | Huntsville | OH | 07/1986 | Present |
| Roderick Clark | Huntsville | OH | 07/1986 | Present |
1.) POINT HARBOR, INC. - VICE PRESIDENT - BOAT DOCK RENTALS - SINCE 06/1995 - RUSSELLS POINT,OH - NOT INVESTMENT RELATED 2.) RODERICK CLARK - AGENT - NON-VARIABLE INSURANCE - HUNTSVILLE, OH - SINCE 07/1986 - INVESTMENT RELATED 3.) CLARK FINANCIAL GROUP - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - HUNTSVILLE, OH - SINCE 07/1986 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 1999-05-06 |
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