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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-26 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
3924 West Caldwell Ave, Suite B, Visalia, CA 93277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Of The Sequoias | Visalia | CA | 06/2014 | 12/2016 |
| Ameriprise Financial Services, Inc. | Visalia | CA | 03/2015 | 02/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 04/2022 | Present |
| West Coast Educators Financial, Inc. | Visalia | CA | 04/2022 | Present |
| Vance Sanchez (Self Employed) | Visalia | CA | 08/2017 | Present |
1) West Coast Educators Financial, Inc-3924 West Caldwell Ave, Suite B, Visalia, CA 93277; Investment related; Securites & insurance sales & services; Agent; Start date 4/2022; 140 hrs/mnth; 100 hrs/mnth during trading. 2) Vance Sanchez (self employed)-4938 W. Redding Ave., Visalia, CA 93277; Investment related; Insurance sales & services; Agent; Start date 8/2017; 20 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
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