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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-08 |
Branch Locations
580 W. Main Street, Wytheville, VA 24382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ely Financial Network | Wytheville | VA | 08/1997 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 08/2018 | 11/2024 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2024 | Present |
| Elite Financial & Insurance Services | Wytheville | VA | 05/2024 | Present |
| Educators Tax Service | Wytheville | VA | 11/2007 | Present |
| Virginia Retirement Specialists, Inc. (Vrsi) | Wytheville | VA | 08/1997 | Present |
1) Virginia Retirement Specialists, Inc.- 580 W. Main St., Wytheville, VA 24382; Investment related; Securities & insurance sales & svcs, acts as Corporate Secretary & Treasurer; Treasurer/Secretary/Agent; Start date 8/1997; 20 hrs/mnth & during trading. 2) Ely Financial Network-580 W. Main St., Wytheville, VA 24382; Investment related; Fixed health & insurance sales & svcs; Agent/Partner/Office Manager; Start date 8/1997;150 hrs/mnth & during trading. 3) Elite Financial & insurance Services-580 W. Main St., Wytheville, VA 24382; Investment related; Fixed health & insurance sales & svcs; President/Treasurer; Start date 5/2024; 4 hrs/mnth & during trading. 4) Educators Tax Service-580 W. Main St., Wytheville, VA 24382; Noninvestment related; Income tax preparation; Member/Bookkeeper; Start date 11/2007; 2 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-18 |
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