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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-25 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
4444 Corona Dr., Ste. 242, Corpus Christi, TX 78411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Plus Financial & Retirement Services | Corpus Christi | TX | 05/2013 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 03/2016 | Present |
| Clay Campbell - Self Employed | Portland | TX | 05/2013 | Present |
1) Elite Plus Financial & Retirement Services -4444 Corona Dr., Ste. 242 Corpus Christie, TX 78411; Investment Related; Securities/Investments sales & svcs; Agent; Start date 5/13; 160 hrs/mnth & during trading. 2) Clay Campbell (self employed)- 1112 Meadow Brook Dr, Portland, TX 78374; Investment related; Insurance/Annuities sales & svcs; Independent Insurance Agent; Start date 5/13; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-18 |
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