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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2020-10-20
  • NM RA
    APPROVED
    Since 2020-10-20

Branch Locations

2500 Louisianna Ne, Ste 507, Albuquerque, NM 87110 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aflac Las Cruces NM 05/2009 Present
Competitive Benefits Administrator Albuquerque NM 07/2017 Present
Planmember Securities Corporation Carpinteria CA 08/2019 Present
  • 05/2009 → Present
    Aflac
    Las Cruces, NM
  • 07/2017 → Present
    Competitive Benefits Administrator
    Albuquerque, NM
  • 08/2019 → Present
    Carpinteria, CA
Other Businesses

1) Competitive Benefits Adminstrators-2500 Louisianna NE, Ste 507, Albuquerque, NM 87110; Investment related; Insurance broker & Registered Representative; Account Representative; Start date 7/2017; 160 hrs/mnth & during trading. 2) Aflac-2442 Tuscon Hills Lane, Las Cruces, NM 88011; Noninvestment related; Supplemental insurance sales; Agent; Start date 5/09; 8 hrs/mnth & during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-19
S63 Uniform Securities Agent State Law Examination 2020-02-03
  • S65 Uniform Investment Adviser Law Examination
    2020-10-19
  • S63 Uniform Securities Agent State Law Examination
    2020-02-03
Other Names
  • Carly R. Weedman
  • Carly Taylor
  • Carly Warner

View on SEC IAPD

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