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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-11-10 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Flagstaff, AZ • 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 |
|---|---|---|---|---|
| Securities America Inc. | Flagstaff | AZ | 09/2010 | 11/2020 |
| Securities America Advisors, Inc. | Flagstaff | AZ | 06/2013 | 11/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2020 | Present |
| Aspen Grove Advisory Group, Llc | Belgrade | MT | 11/2020 | 02/2023 |
| T. Smith Medicare Solutions | Flagstaff | AZ | 06/2012 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 2013-05-20 |
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