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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2014-06-27 |
Branch Locations
420 W. Jubal Early Drive, Suite #202, Winchester, VA 22601 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 06/2014 | Present |
| Old Dominion Insurance & Investments, Inc. | Winchester | VA | 09/1996 | Present |
| S. Bruce Allen (Self Employed) | Winchester | VA | 12/1989 | Present |
| Bruce & Betty Allen (Self Employed) | Winchester | VA | 01/1995 | Present |
1) OLD DOMINION INSURANCE & INVESTMENT, INC-420 W. JUBAL EARLY DR, STE 202, WINCHESTER, VA 22601; INVESTMENT RELATED; SALES & SVC OF SECURITIES, FIXED & VARIABLE ANNUITIES, LIFE, HEALTH, LONG-TERM CARE INSURANCE; OFFICER/OWNER; START DATE 9/96; 75 HRS/MNTH; 15 HRS/MNTH DURING TRADING. 2) S. BRUCE ALLEN (SELF EMPLOYED)-420 W. JUBAL EARLY DR, STE 202, WINCHESTER, VA 22001; INVESTMENT RELATED; INSURANCE SALES & SVCS; SALES REP; START DATE 12/89; 60 HRS/MNTH & DURING TRADING. 3) BRUCE & BETTY ALLEN (SELF EMPLOYED)-147 TILDEN CT, WINCHESTER, VA 22602; NONINVESTMENT RELATED; RENTAL REAL ESTATE; OWNER; START DATE 1995; 0 HRS/MNTH & DURING TRADNG.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-08 |
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