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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2020-10-20 |
Branch Locations
2500 Louisianna Ne, Ste 507, Albuquerque, NM 87110 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Las Cruces | NM | 05/2009 | Present |
| Competitive Benefits Administrator | Albuquerque | NM | 07/2017 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2019 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-03 |
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