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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
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 |
|---|---|---|---|---|
| Dkyh Enterprise Inc Dba Ford Cleaners | Milpitas | CA | 01/2007 | 01/2017 |
| Employee Benefits Services Group | Campbell | CA | 08/2007 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2011 | Present |
| Morgan Hill Unified School District | Morgan Hill | CA | 08/2015 | Present |
| Dry Creek Grill, Inc. | San Jose | CA | 01/2021 | 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/REPRESENTATIVE; START DATE 08/07; 40 HRS/MNTH; 5 HRS/MNTH DURING TRADING; IR. 2))Morgan Hill Unified SCHOOL DISTRICT; 15600 Concord Circle Morgan Hill CA 95307; TEACHER; START DATE 08/2015; 160 HRS/MNTH; 160 HRS/MNTH DURING TRADING; NIR.3)Dry Creek Grill, Inc.; 1580 Hamilton Ave. San Jose CA 95125; start date 1/29/2021; server; family restaurant; 40 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-06-12 |
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