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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-04 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
3827 N. 10Th Street, Suite 102, Mcallen, TX 78501 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Financial Matters Tax Service | Mcallen | TX | 01/2008 | Present |
| Elite Plus Financial | Corpus Christi | TX | 04/2019 | Present |
| Gina C. Evins (Self Employed) | Mcallen | TX | 10/2009 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 04/2019 | Present |
1) Elite Plus Financial & Retirement Services-3201 Airline Road, Suite K. & L, Corpus Christi, TX 78414; Investment related; Securities & insurance sales & svcs; Representative; Start date 4/19; 100-160 hrs/mnth & during trading. 2) Financial Matters Tax Service-3827 N. 10th Street, Ste 102, McAllen, TX 78501; Noninvestment related; Tax preparation services (seasonal-Feb to April); Sole Proprietor; Start date 1/08; 80 hrs/mnth & during trading (seasonal). 3) Gina C. Evins (self employed)-3827 N. 10th Street, Ste 102, McAllen, TX 78501; Investment related; Insurance sales & svcs; Independent Agent; Start date 10/09; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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