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United Planners' Financial Services Of America A Limited Partner CRD 20804
$12.8B regulatory AUM 483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2007-08-20 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
1599 E Orangewood Ave Suite 150, Phoenix, AZ 85020 • 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 | 04/2021 |
| Bkmr Enterprises, Llc | Phoenix | AZ | 10/2006 | Present |
| Phoenix College | Phoenix | AZ | 08/2011 | Present |
| Dennis Rogers - Rental | Phoenix | AZ | 01/2009 | Present |
| Rkg Enterprise, Llc | Phoenix | AZ | 08/2016 | Present |
| Rogers & Kirby, Inc. | Phoenix | AZ | 01/2012 | 04/2021 |
| Agape Insurance Partners, Inc. | Phoenix | AZ | 05/2018 | 09/2019 |
1.) RKG ENTERPRISE, LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX. AZ - SINCE 08/2016 - NOT INVESTMENT RELATED 2.) DENNIS ROGERS - OWNER - RESIDENTIAL RENTAL PROPERTY - PHOENIX, AZ - SINCE 01/2009 - NOT INVESTMENT RELATED 3.) BKMR ENTERPRISE, LLC - MEMBER - COMMERCIAL BUILDING OWNERS - PHOENIX, AZ - SINCE 01/2012 - NOT INVESTMENT RELATED 4.) DENNIS ROGERS - VOLUNTEER - FACILITATE FINANCIAL PEACE UNIVERSITY CLASSES FOR CHURCH AND OTHER GROUPS - PHOENIX, AZ - SINCE 11/2019 - NOT INVESTMENT RELATED 5.) ARK INSURANCE SOLUTIONS - VICE PRESIDENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 09/2019 - INVESTMENT RELATED 6.) FIRESKY FINANCIAL INC. - CLIENT RELATIONSHIP MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 7.) FIRESKY FINANCIAL INC. - INDEPENDENT INSURANCE AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 8.) ROGERS KIRBY ENTERPRISE - INSURANCE & ANNUITY SALES AND SERVICE - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 09/2020 - INVESTMENT RELATED 9.) ROGERS KIRBY ENTERPRISE - CPA - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - PHOENIX, AZ - SINCE 09/2020 - INVESTMENT RELATED 10.) ROGERS KIRBY ENTERPRISE - ADVISOR - CONSULTING SERVICES - PHOENIX, AZ - SINCE 09/2020 - INVESTMENT RELATED 11.) DENNIS ROGERS - AUTHOR - AUTHOR - PHOENIX, AZ - SINCE 11/2021 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-26 |
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