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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
TX RA APPROVED 2022-09-30
WA RA APPROVED 2022-04-19
  • TX RA
    APPROVED
    Since 2022-09-30
  • WA RA
    APPROVED
    Since 2022-04-19

Branch Locations

9016 E. Indiana Ave Ste C, Spokane Valley, WA 99212 • 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
Insureco Dba Starr & Brown Spokane Valley WA 02/2011 12/2017
Starr Investments Llc , Dba Starr Investments & Benefits Spokane Valley WA 01/2018 Present
United Planners' Financial Services Of America A Limited Partner Scottsdale AZ 10/2019 Present
Kirby D. Brown Spokane Valley WA 01/2009 Present
Other Businesses

1.) KIRBY D. BROWN - INSURANCE PRODUCER - NON-VARIABLE INSURANCE - SPOKANE VALLEY, WA - SINCE 01/2009 - INVESTMENT RELATED 2.) STARR INVESTMENTS, LLC - VICE PRESIDENT - ITS AN LLC - SPOKANE VALLEY, WA - SINCE 01/2020 - NOT INVESTMENT RELATED 3.) STARR INVESTMENTS, LLC - PRESIDENT - NON-VARIABLE INSURANCE - SPOKANE VALLEY, WA - SINCE 02/2018 - INVESTMENT RELATED 4.) INNOVATIVE BENEFIT SOLUTIONS - BENEFITS SPECIALIST - DBA NAME FOR MARKETING PURPOSES ONLY - SPOKANE VALLEY, WA - SINCE 09/2024 - INVESTMENT RELATED 5.) SPOKANE VALLEY CHAMBER OF COMMERCE - MEMBER ONLY - CHAMBER OF COMMERCE - SPOKANE VALLEY, WA - SINCE 06/2025 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-13
S63 Uniform Securities Agent State Law Examination 2020-03-04
  • S65 Uniform Investment Adviser Law Examination
    2022-04-13
  • S63 Uniform Securities Agent State Law Examination
    2020-03-04

View on SEC IAPD

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