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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-26 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
28720 Roadside Drive, Suite 315, Agoura Hills, CA 91301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 05/2020 | Present |
| Legacy Financial Services | Agoura Hills | CA | 11/2019 | Present |
| Michael Jacoby (Self Employed) | Agoura Hills | CA | 10/2018 | Present |
| Saddle Peak Lodge | Calabasas | CA | 09/2015 | Present |
1) Legacy Financial Services- 28720 Roadside Drive, Suite 315. Agoura Hills CA 91301; Investment related; Financial & insurance sales & svcs; Agent; Start date 11/2019; 60 hrs/mnth; 45 hrs/mnth during trading. 2) Michael Jacoby (self employed)- 28720 Roadside Drive, Suite 315. Agoura Hills CA 91301; Investment related; Retirement Insurance (fixed indexed annuities, life) sales & svcs; Agent; Start date 10/2018; 120 hrs/mnth; 95 hrs/mnth during trading. 3) Saddle Peak Lodge-419 Cold Canyon Rd, Calabasas, CA 91302; Noninvestment related; Restaurant; Server; Start date 9/2015; 11 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-27 |
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