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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2002-07-01 |
Branch Locations
1600 State Street, Santa Barbara, CA 93101 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Raintree Corporate Center Iv 8888 East Raintree Drive, Suite 157, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 10/2001 | Present |
| Century Direct | Goleta | CA | 12/2000 | Present |
| Planmember Financial Group | Santa Barbara | CA | 01/2015 | Present |
| Planmember Financial Center - Scottsdale | Scottsdale | AZ | 06/2023 | Present |
1)STOWE FINANCIAL, PO BOX 30513, SANTA BARBARA,CA 93130 FIXED INSURANCE PRODUCTS 20 HRS/MONTH START 4/2003 PRESIDENT. INVESTMENT RELATED 2 DAN STOWE dba PLANMEMBER FINANCIAL GROUP; 1600 STATE ST. SANTA BARBARA, CA 93101; DIRECTOR/EMPLOYEE; START DATE: 4/29/2008; NATURE OF BUS: FINANCIAL AND INSURANCE SERVICES; IR; APPROX. NUMBER OF HRS/MOS DEVOTED TO THIS BUS: 160; APPROX. NUMBER OF HRS/MOS DEVOTED TO THIS BUSINESS DURING TRADING HRS: 80
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-31 |
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