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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-28 |
Branch Locations
9500 Ray White Road, #200, Keller, TX 76244 • United States
3513 Spectrum Blvd, Suite 200, Richardson, TX 75082 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inspire Financial Group | Richardson | TX | 03/2007 | 08/2018 |
| Inspire Financial Group | Keller | TX | 08/2018 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2018 | Present |
| Us Retirement & Benefits Partners Dba Inspire Financial Group | Iselin | NJ | 12/2018 | Present |
1) Inspire Financial Group-9500 Ray White Rd, Suite 200, Keller, TX 76244; Investment related; Financial & insurance sales & svcs; Agent/Representative; Start date 8/18; 240 hrs/mnth; 200 hrs/mnth during trading. 2) Thrive-1033 Hiawatha Ct, Saginaw, TX 76131; Noninvestment related; Supplements sales; Sales Rep; Start date 8/15; 0 hrs/mnth & during trading. 3) Saginaw Church of Christ-201 Western, Saginaw, TX 76179; Noninvestment related; Religious organization; Elder of the church (with no check writing privileges); Start date 7/15; 20 hrs/mnth; 2 hrs/mnth during trading. US Retirement & Benefits Partners DBA Inspire Financial Group; 99 Wood Ave South, Suite 501 Iselin NJ 08830; agent; Financial Services; Start date 12/2018; 25 hrs/mo; 20 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-08 |
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