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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| AZ | RA | APPROVED | 2023-04-06 |
Branch Locations
2720 East Camelback Road #200, Phoenix, AZ 85016 • 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 |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Shelton | CT | 04/2015 | 10/2019 |
| Prudential Annuities Distributors, Inc. | Shelton | CT | 04/2015 | 10/2019 |
| Unemployed | Paradise Valley | AZ | 10/2019 | 01/2020 |
| Rogers & Kirby, Inc. | Phoenix | AZ | 01/2020 | 03/2023 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 01/2020 | 05/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 05/2020 | 03/2023 |
| Rogers & Kirby | Phoenix | AZ | 06/2020 | 03/2021 |
| Jkfp, Llc | Phoenix | AZ | 06/2020 | Present |
| Jeffrey Gordon Kluve | Phoenix | AZ | 06/2020 | Present |
| Firesky Financial Inc | Phoenix | AZ | 03/2021 | 03/2023 |
| Firesky Financial Inc | Phoenix | AZ | 03/2021 | 03/2023 |
| Firesky Financial Inc | Phoenix | AZ | 03/2021 | 03/2023 |
| Commonwealth Financial Network | San Diego | CA | 04/2023 | Present |
1.Fixed insurance sales; as of 04/03/2023; 0% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, JKFP LLC, DBA Jeff Kluve, CFP, a private entity established to facilitate securities, advisory, and insurance business; as of 05/01/2020; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
| S66 | Uniform Combined State Law Examination | 2009-07-24 |
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