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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-08-25
  • CA RA
    APPROVED
    Since 2011-08-25

Branch Locations

901 Campisi Way, Suite 240, Campbell, CA 95008 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/1998 → Present
    Employee Benefits Services Group
    Campbell, CA
  • 08/2011 → Present
    Carpinteria, CA
  • 08/2008 → Present
    Employee Benefits Services & Advisors Inc.
    Campbell, CA
  • 01/1991 → Present
    Philip & Pines
    Campbell, CA
  • 08/2011 → Present
    U.S. Retirement Partners Inc.(Usrp)
    South Iselin, NJ
  • 01/2015 → Present
    Alta Montclair Corporation
    Los Gatos, CA
Other Businesses

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:

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-26
  • S63 Uniform Securities Agent State Law Examination
    2001-10-26
Other Names
  • Rocky Quijano Rocamora

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