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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-01-25 |
Branch Locations
7 Main Street, North Kingstown, RI 02852 • 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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Warwick | RI | 09/2003 | 09/2019 |
| Pruco Securities,Llc | Warwick | RI | 09/2003 | 09/2019 |
| Lincoln Financial Advisors, Inc | Windsor | CT | 09/2019 | 01/2024 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2024 | Present |
| Bsa Wealth Advisors, Llc | Saunderstown | RI | 09/2019 | Present |
1) BSA Wealth Advisors, LLC-760 Shermantown Rd., Saunderstown, RI 02874; Investment related; Securities & Insurance sales & svcs, insurance sales include fixed insurance, health insurance, Medicare, disability, long-term care, and property & casuality insurance; Owner/CEO; Start date 9/2019; 160 hrs/mnth; 120 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-29 |
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