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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-03-08 |
| NH | RA | APPROVED | 2022-03-04 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Fountain Hills, AZ • 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 |
|---|---|---|---|---|
| First Financial Equity Corporation | Scottsdale | AZ | 02/2011 | 03/2022 |
| United Planners Financial Services | Scottsdale | AZ | 03/2022 | Present |
| Paul A. Perreault Jr. | Fountain Hills | AZ | 05/1992 | Present |
1.) FOUR PEAKS ROTARY - SIGNER-OVERSIGHT COMMITTEE - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - FOUNTAIN HILLS, AZ - SINCE 01/2019 - NOT INVESTMENT RELATED 2.) PAUL A. PERREAULT JR. - INSURANCE, NON-VARIABLE - NON-VARIABLE INSURANCE - FOUNTAIN HILLS, AZ - SINCE 05/1992 - INVESTMENT RELATED 3.) PERREAULT FAMILY TRUST - SUCCESSOR TRUSTEE-PARENT'S TRUST - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - PALMETTO, FL - SINCE 04/2022 - INVESTMENT RELATED 4.) PERREAULT WEALTH MANAGEMENT LLC - PARTNER - PASS THROUGH FOR BUSINESS INCOME - FOUNTAIN HILLS, AZ - SINCE 01/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-29 |
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