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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-01-23 |
Branch Locations
1700 Pennsylvania Ave, Mcdonough, GA 30253 • United States
Midlothian, VA • 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 |
|---|---|---|---|---|
| Virginia Retirement Specialists, Inc. | Chester | VA | 04/2014 | 01/2020 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2016 | 12/2019 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2020 | Present |
| Financial U | Mcdonough | GA | 05/2019 | Present |
| Matthew Clark (Self Employed) | Richmond | VA | 05/2013 | Present |
| Virginia Retirement Specialists, Inc. | Richmond | VA | 01/2025 | Present |
1) Financial U-1700 Pennsylvania Ave, McDonough, GA 30253; Investment related; Financial-securities & insurance sales & svcs; Financial Services Representatve; Start date 5/19; 160 hrs/mnth & during trading. 2) Matthew Clark (self employed)-4802 W. Grace St., Richmond , VA 23230 ; Investment related; Insurance sales & services; Agent; Start date 5/13; 40 hrs/mnth; 30 hrs/mnth during trading. 2) VIRGINIA RETIREMENT SPECIALISTS, INC.; 4802 West Grace St, Richmond VA 23230; Start Date 1/29/2025; Financial Advisor; Sales of Securities and Insurance Products under the VRSI DBA; 50 hrs/mo; 40 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-08 |
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