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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-22 |
| KS | RA | APPROVED | 2020-02-04 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
2600 Grand Blvd., Suite 900, Kansas City, MO 64108 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Forrest T. Jones & Co, Inc. Dba Ftj Retirement Advisors | Kansas City | MO | 03/2017 | Present |
| Sigmn Financial Partners Llc | Olathe | KS | 09/2015 | 03/2017 |
| Allstate Insurance Company | Overland Park | KS | 11/2015 | 04/2017 |
| Change Path, Llc | Leawood | KS | 04/2017 | 11/2019 |
| National Pension & Group Consultants, Inc. | Kansas City | MO | 01/2018 | 11/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2019 | Present |
| Fidelity Security Life Insurance Co. | Kansas City | MO | 07/2018 | Present |
1) Forrest T. Jones & Co., Inc. dba FTJ Retirement Advisors-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Securities, Insurance, and Retirement Planning Sales & Services; Agent & Business Development Manager; Start date 3/17; 200 hrs/mnth (140 hrs/mnth-Business Development Mgr, 60 hrs/mnth-Agent); 160 hrs/mnth during trading. 2) Fidelity Security Life Insurance Co.-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Insurance product sales & services (fixed annuities); Agent; Start date 7/18; 1 hrs/mnth; Less than 1 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2013-01-05 |
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