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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-26 |
Branch Locations
2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738 • United States
Oviedo, FL • 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 |
|---|---|---|---|---|
| Benham Real Estate Group | Concord | NC | 04/2006 | 01/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2012 | Present |
MUTUAL INC./ Daybright Financial; 2410 N. OCEAN AVE., STE. 401, FARMINGVILLE, NY 11378; AGENT; 1/18/2013 INVESTMENT;INSURANCE;FINANCIAL PLANNING FIXED INSURANCE;NUM OF HRS/MTH DEVOTED TO THIS BUS;160 ;NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HOURS:160 IR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-01-11 |
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