Best Investors Account Sign in
Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2001-07-31
  • CA RA
    APPROVED
    Since 2001-07-31

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Camarillo, CA • United States

28720 Roadside Drive, Suite 315, Agoura Hills, CA 91301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Irm Distributors, Inc. Carpinteria CA 03/1998 Present
Aflac Camarillo CA 08/2008 Present
Legacy Financial Group Camarillo CA 01/2015 Present
Easilamente Camarillo CA 06/2024 Present
  • 03/1998 → Present
    Irm Distributors, Inc.
    Carpinteria, CA
  • 08/2008 → Present
    Aflac
    Camarillo, CA
  • 01/2015 → Present
    Legacy Financial Group
    Camarillo, CA
  • 06/2024 → Present
    Easilamente
    Camarillo, CA
Other Businesses

1)FIXED INSURANCE SALES;4754 COLONY DR. CAMARILLO CA 93012;SALES OF FIXED INSURANCE PRODUCTS INCLUDING LIFE INSURANCE; STARTED 11/2002; 10 HRS/MONTH; 5 HR/MONTH DURING TRADING HRS; LIFE AGENT.IR 2)AFLAC;4754 COLONY DR. CAMARILLO CA 93012;SHORTTERM DISABILITY, ACCIDENT, HEALTH AND HOSPITAL INSURANCE;START 08/08. AGENT;20HRS/MO;20HRS/MO DURING TRADING;COMMISSONS.IR 3)LEGACY FINANCIAL GROUP;4754 COLONY DR CAMARILLO, ;START DATE: 1/1/2015;INVESTMENT RELATED, FINANCIAL, INVESTMENT, INSURANCE FIXED INDEXED ANNUITIES ; INVESTMENT RELATED; AGENT. NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS:30 ;NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS:30 4)Easilamente; 4754 COLONY DR, CAMARILLO CA 93012; START DATE: 06/01/2024; sales agent; assist spouse in the sales of t-shirts and water polo rules booklets; 10 hours/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-08
  • S63 Uniform Securities Agent State Law Examination
    1998-05-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Carpinteria, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor