Terry Duhamel

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2013-10-07

CA RA
APPROVED

Since 2013-10-07

Branch Locations

Austin, TX • United States

5064 Ladera Vista, Camarillo, CA 93012 • United States

Disclosures

2 disclosure categories 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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Duhamel And Associates Ins & Financial Svcs Inc	Camarillo	CA	04/1999	Present
Planmember Securities Corporation	Camarillo	CA	10/2013	Present

04/1999 → Present

Duhamel And Associates Ins & Financial Svcs Inc

Camarillo, CA
10/2013 → Present

Planmember Securities Corporation

Camarillo, CA

Previous Registrations

2006-02-03 → 2013-10-07

Veritrust Financial, Llc

Camarillo, CA

Camarillo, CA

Austin, TX

Other Businesses

DUHAMEL & ASSOCIATES INSURANCE AND FINANCIAL SERVICES, INC.-5064 LADERA VISTA DRIVE, CAMARILLO, CA 93012; INVESTMENT RELATED; FINANCIAL & INSURANCE (FIXED, HEALTH, TERM LIFE) SALES & SERVICES; OWNER/AGENT; START DATE 4/99; 30 HRS/MNTH; 0 HRS/MNTH DURING TRADING.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-04-02
S65	Uniform Investment Adviser Law Examination	1997-04-02

S63 Uniform Securities Agent State Law Examination

1997-04-02
S65 Uniform Investment Adviser Law Examination

1997-04-02

View on SEC IAPD