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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-23 |
| AZ | RA | APPROVED | 2023-08-01 |
Branch Locations
1599 E Orangewood Ave Suite 150, Phoenix, AZ 85020 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 07/2000 | Present |
| Rogers & Kirby, Inc. | Phoenix | AZ | 07/2000 | Present |
| Duncan Family Trust | Phoenix | AZ | 06/2017 | 03/2020 |
| Rogers & Kirby Inc | Phoenix | AZ | 07/2000 | 03/2021 |
| Firesky Financial | Phoenix | AZ | 03/2021 | Present |
| Rogers & Kirby Enterprise | Phoenix | AZ | 03/2021 | Present |
| Phillip Duncan | Phoenix | AZ | 04/2021 | 06/2024 |
1.) FIRESKY FINANCIAL INC. - RELATIONSHIP MANAGER SPECIALIST - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 2.) ROGERS & KIRBY ENTERPRISE - CLIENT RELATIONSHIP SPECIALIST - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 3.) ROGERS & KIRBY ENTERPRISE - RELATIONSHIP MANAGER SPECIALIST - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 4.) PHILLIP DUNCAN - RELATIONSHIP MANAGER SPECIALIST - TERM LIFE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, DISABILITY INSURANCE - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-03 |
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