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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-06-18 |
Branch Locations
New Braunfels, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riata Financial | New Branufels | TX | 06/2002 | 12/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2007 | Present |
| Us Retirement Partners, Inc. Dba Us Employee Benefits Services | New Braunfels | TX | 08/2013 | 12/2025 |
| Us Retirement Partners, Inc. | New Braunfels | TX | 08/2013 | 12/2025 |
| Brady D. Scott; | New Braunfels | TX | 08/2013 | Present |
| The Baldwin Group | San Antonio | TX | 12/2022 | Present |
1) BRADY D. SCOTT; 2524 Black Bear Dr., NEW BRAUNFELS, TX 78132; START DATE: 8/15/2013;NOT INVESTMENT RELATED PROPRIETOR;INSURANCE -HEALTH ;DENTAL GROUP INSURANCE-SALES; NUM OF HRS/MTH TO THIS BUS:160;NUM OF HRS/MTH TO THIS BUS DURING TRADING HRS:160 2) The Baldwin Group (formerly Insgroup LLC); 4372 N Loop 1604 W Acc Rd, San Antonio TX 78249; Start Date 12/27/2022; Insurance Agent; Insurance and group employee benefits sales; 100 hrs/mo; 100 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-25 |
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