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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-22 |
| TX | RA | APPROVED_RES | 2023-05-22 |
Branch Locations
90 Fort Wade Road, Suite 100, Ponte Vedra, FL 32081 • 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 |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 07/2015 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 10/2015 | 07/2020 |
| Securities America, Inc. | Ponte Vedra | FL | 07/2020 | 05/2023 |
| Securities America Advisors, Inc. | Ponte Vedra | FL | 07/2020 | 05/2023 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2023 | Present |
| Sound Asset Advisors | Ponte Vedra | FL | 01/2012 | Present |
1) Sound Asset Advisors - 90 Fort Wade Road, Suite 100, Ponte Vedra, FL 32081; Investment related; Securities and insurance sales and services; President; Start date 1/2012; 50-60 hrs mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-18 |
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