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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2002-11-06 |
Branch Locations
28720 Roadside Drive, Suite 315, Agoura Hills, CA 91301 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Hidden Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 11/2002 | Present |
| Legacy Financial Group | Agoura Hills | CA | 03/2003 | Present |
1)LEGACY FINANCIAL GROUP, INC.; DBA TEACHERS RETIREMENT SERVICES; 28720 Roadside Drive, Suite 315, Agoura Hills CA 91301; AGENT SELLING FIXED ANNUITIES AND LIFE INSURANCE PRODUCTS; PRESIDENT; START DATE 3/03; 50-60 HRS/MONTH DEVOTED TO BUSINESS; 10 HRS/MONTH DURING TRADING HOURS; IR; 2)GENERAL PARTNER; 5525 Jed Smith Road, Hidden Hills CA 91302; SYLVAN PROPERTY LLC; START DATE: 3/2007;16 UNIT APARTMENT BUILDING;2 HRS/MONTH DEVOTED TO BUSINESS; 0 HRS/MONTH DURING TRADING HOURS;IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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