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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-12 |
Branch Locations
Jamesville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2012 | 08/2021 |
| Rwj & Associates | Spring Hill | TN | 08/2012 | 08/2021 |
| Steven R. Burgess (Self Employed) | Jamesville | NY | 09/2001 | Present |
| Mutual Inc. | Jamesville | NY | 10/2018 | 08/2021 |
| Prudential Insurance Company Of America | Dewitt | NY | 08/2021 | 10/2022 |
| Pruco Securities, Llc. | Dewitt | NY | 08/2021 | 10/2022 |
| Lpl Financial Llc | Lafayette | NY | 10/2022 | 12/2023 |
| M&T Bank | Lafayette | NY | 10/2022 | 12/2023 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2024 | Present |
| Steven Burgess (Self Employed) | Jamesville | NY | 07/2020 | Present |
1) Steven R. Burgess (self employed)-4049 Lafayette Rd., Jamesville, NY 13078; Investment related; Insurance (fixed) sales & svcs; Insurance Agent; Start date 9/2001; 8 hrs/mnth & during trading. 2) 2) Steven Burgess (self-employed)-4049 Lafayette Rd, Jamesville, NY 13078; Noninvestment related; Assist in son's local tree removal, tree trimming and clean-up services; Start date 7/2020; 1 hr/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-15 |
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