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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-08-25 |
Branch Locations
901 Campisi Way, Suite 240, Campbell, CA 95008 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Employee Benefits Services Group | Campbell | CA | 03/1998 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2011 | Present |
| Employee Benefits Services & Advisors Inc. | Campbell | CA | 08/2008 | Present |
| Philip & Pines | Campbell | CA | 01/1991 | Present |
| U.S. Retirement Partners Inc.(Usrp) | South Iselin | NJ | 08/2011 | Present |
| Alta Montclair Corporation | Los Gatos | CA | 01/2015 | Present |
1. EMPLOYEE BENEFITS SERVICES GROUP / Daybright Financial - 901 Campisi Way, Suite 240, Campbell, CA 95008; INSURANCE SALES (LIFE, HEALTH, DISABILITY, ANNUITIES & LTC); CEO/PRESIDENT; START DATE 3/98; 48 HRS/MNTH; 24 HRS/MNTH DURING TRADING; IR. 2.EMPLOYEE BENEFITS SERVICES & ADVISORS, INC-901 Campisi Way, Suite 240, Campbell, CA 95008; 3RD PARTY ADMINISTRATOR/RECORDKEEPING; PRESIDENT/CEO; START DATE 8/08; 24 HRS/MNTH; 12 HRS/MNTH DURING TRADING; IR. 3.PHILIP & PINES-901 Campisi Way, Suite 240, Campbell, CA 95008; TAX & ACCOUNTING SERVICES; PRINCIPAL/TAX4) 4.U.S. RETIREMENT PARTNERS INC.(USRP)99 WOOD AVENUE SOUTH SUITE 501 ISELIN, NJ 08830;START DATE: 8/18/2010;OFFICER/CORPORATION;APPROX. NUM OF HRS/MTH DEVOTED TO THIS BUS: 06 APPROX. NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HOURS:1 IR; 5)ALTA MONTCLAIR CORPORATION;15400 WINCHESTER BLVD. #5 LOS GATOS, CA 95030;START DATE: 1/1/2015;SOFTWARE COMPANY NOT INVESTMENT RELATED; OFFICER ; EXECUTIVE CHAIRMAN; CLOUD SOFTWARE SOLUTIONS FOR FINANCIAL AGENCIES; 4 HRS/MTH DEVOTED TO THIS BUS.:0 HRS/MTH DEVOTED TO THIS BUS DURING TRADING HRS:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-10-26 |
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