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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
MI RA APPROVED 2010-01-29
  • MI RA
    APPROVED
    Since 2010-01-29

Branch Locations

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

Williamsburg, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Of America A Limited Partner Middletown OH 03/1995 Present
Dave Jung & Associates Middletown OH 07/1991 Present
David W Jung Williamsburg MI 06/1987 Present
Other Businesses

1.) DAVE JUNG & ASSOCIATES - OWNER - NON-VARIABLE INSURANCE - WILLIAMSBURG, MI - SINCE 06/1987 - INVESTMENT RELATED 2.) DAVID W JUNG - INSURANCE AGENT - NON-VARIABLE INSURANCE - WILLIAMSBURG, MI - SINCE 06/1987 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-09
S63 Uniform Securities Agent State Law Examination 1993-02-02
  • S65 Uniform Investment Adviser Law Examination
    1999-12-09
  • S63 Uniform Securities Agent State Law Examination
    1993-02-02
Designations
Other Names
  • David Jung

View on SEC IAPD

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