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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-08-19 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
901 Campisi Way, Suite 240, Campbell, CA 95008 • 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 |
|---|---|---|---|---|
| Employee Benefits Services Group | Campbell | CA | 03/2005 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2011 | Present |
1)EMPLOYEE BENEFITS SERVICES GROUP / Daybright Financial - 901 Campisi Way, Suite 240, Campbell, CA 95008 ; INSURANCE PRODUCT SALES (LIFE, HEALTH, LTC, DISABILITY, FIAS); AGENT/REP.; START DATE 03/2005; 40 HRS/MNTH; IR."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-13 |
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