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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
AZ RA APPROVED 2011-01-26
  • AZ RA
    APPROVED
    Since 2011-01-26

Branch Locations

1599 E Orangewood Ave Suite 150, Phoenix, AZ 85020 • 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 Scottsdale AZ 06/2007 Present
Rogers & Kirby, Inc. Phoenix AZ 12/2006 03/2021
Keys Home School Co-Op Glendale AZ 08/2009 07/2022
Rogers & Kirby, Inc Phoenix AZ 01/2007 03/2021
Brent Alan Fooks Phoenix AZ 03/2021 Present
Rogers & Kirby Enterprise Phoenix AZ 03/2021 Present
Rogers & Kirby Enterprise Phoenix AZ 03/2021 Present
  • 06/2007 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 12/2006 → 03/2021
    Rogers & Kirby, Inc.
    Phoenix, AZ
  • 08/2009 → 07/2022
    Keys Home School Co-Op
    Glendale, AZ
  • 01/2007 → 03/2021
    Rogers & Kirby, Inc
    Phoenix, AZ
  • 03/2021 → Present
    Brent Alan Fooks
    Phoenix, AZ
  • 03/2021 → Present
    Rogers & Kirby Enterprise
    Phoenix, AZ
  • 03/2021 → Present
    Rogers & Kirby Enterprise
    Phoenix, AZ
Other Businesses

1.) BRENT ALAN FOOKS - RELATIONSHIP MANAGER - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 2.) ROGERS & KIRBY ENTERPRISE - EMPLOYEE - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 3.) ROGERS & KIRBY ENTERPRISE - EMPLOYEE - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 4.) FIRESKY FINANCIAL INC - RELATIONSHIP MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 5.) FIRESKY FINANCIAL INC - RELATIONSHIP MANAGER - BUSINESS ESTABLISHED TO REMOVE THE NAME OF THE FIRM PRINCIPALS FOR ORGANIZATIONAL PURPOSES - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 6.) BASE CAMP MISSIONS CORP - SECRETARY - BOARD MEMBER - NEW SHARON, ME - SINCE 02/2025 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-14
  • S66 Uniform Combined State Law Examination
    2011-01-14
Designations

View on SEC IAPD

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