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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-15 |
Branch Locations
4297 Kinsey Drive, Tyler, TX 75703 • United States
Austin, TX • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Unemployed | Tyler | TX | 09/2016 | 04/2017 |
| Tyler Candle Company | Tyler | TX | 05/2017 | 08/2017 |
| Unemployed | Tyler | TX | 09/2017 | 04/2018 |
| Cash America | Tyler | TX | 05/2018 | 08/2018 |
| Unemployed | Tyler | TX | 09/2018 | 10/2019 |
| Purshe Kaplan Sterling Investments - Ap | Albany | NY | 02/2020 | 04/2020 |
| 49 Financial | Austin | TX | 10/2019 | 03/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2022 | Present |
| Financial U | Tyler | TX | 05/2020 | 06/2022 |
| Financial U | Tyler | TX | 06/2022 | 08/2023 |
| Antonio Betancourt (Self Employed) | Tyler | TX | 03/2020 | Present |
| Gentry Financial Group | Tyler | TX | 06/2020 | Present |
1) Antonio Betancourt (self employed)-13629 CR 35, Tyler, TX 75706; Investment related; Insurance sales & services; Agent; Start date 3/2020; 20 hrs/mnth & during trading. 2) Gentry Financial Group; 4297 Kinsey Dr. Tyler TX 75703; Start Date 6/1/2020; Agent; provide section 125 cafeteria benefits to school employees; 40 hrs/mo; 10 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-03 |
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