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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-08-25 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
901 Campisi Way, Suite 240, Campbell, CA 95008 • 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 |
|---|---|---|---|---|
| Employee Benefits Services Group | Campbell | CA | 06/2001 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2011 | Present |
"1)EMPLOYEE BENEFITS SERVICES GROUP / Daybright Financial - 901 Campisi Way, Suite 240, Campbell, CA 95008; INSURANCE PRODUCT SALES (LIFE, HEALTH, LTC, DISABILITY, FIAS); AGENT/REP.; START DATE 6/01; 80 HRS/MNTH; 45 HRS/MNTH DURING TRADING; IR." 2)DRY CREEK HOA; 1898 Meridian Ave, unit 18, San Jose CA 95125, United States; START DATE: 03/01/2022; Board Member; HOA Board Member in my resident community.; 3 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-14 |
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