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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-12 |
| CA | RA | APPROVED | 2009-01-16 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
27349 Jefferson Ave., #212, Temecula, CA 92590 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 01/2009 | Present |
| Moffat Financial Group | Temecula | CA | 06/2021 | 01/2022 |
| Hcb Management Inc | Temecula | CA | 09/2012 | Present |
| Mfg & Insurance Services, Inc. | Temecula | CA | 11/2016 | 01/2022 |
| Mfg & Insurance Svcs Inc,. Dba Lighthouse Capital Planners | Temecula | CA | 06/2021 | Present |
| Living Trustify | Fullerton | CA | 10/2021 | Present |
1)HCB MANAGEMENT INC;44957 Blue Rosemary Way Temecula CA 92592;START DATE: 1/2/2012;OFFICER ;FIXED & INDEX ANNUITIES, LIFE INSURANCE, LONG TERM CARE, FINANCIAL PLANNING, DISABILITY INSURANCE;. S CORP;NUM OF HRS/MTH DEVOTED TO THIS BUS: 100;NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HOURS:25;IR 2)HCB MANAGEMENT INC.; 44929 TUDAL ST, TEMECULA, CA 92592;S CORP; START DATE: 09/17/2012;CONSULTANT;REHAB FOR RENTAL PROPERTIES;NUM OF HRS/MTH DEVOTED TO THIS BUS:5;NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HOURS:0 ;NIR 3)MFG & Insurance Services Inc. dba Lighthouse Capital Planners.; 27349 Jefferson Ave., #212, Temecula, CA 92590; Agent; Start Date: 7/1/2021; President/Agent; Advisor Services, Investments and Sales and Services of Securities and Insurance; Approx. Number of Hours/Month Devoted to this Business during trading hours: 60; Approx. Number of Hours/Month Devoted to this Business: 40; IR 4)Living Trustify; 1105 S Euclid St, Ste B Fullerton CA 92832; Start Date 10/1/2021; Referral Agent; Online service providing legal forms and information; 2 hrs/mo; 2 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-10 |
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