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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-13 |
Branch Locations
4444 Corona Dr., Ste. 242, Corpus Christi, TX 78411 • 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 |
|---|---|---|---|---|
| Elite Plus Financial & Retirement Services | Sacramento | CA | 09/2004 | Present |
| Self Employed | Corpus Chriti | TX | 09/2004 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 01/2015 | Present |
1) ELITE PLUS FINANCIAL & RETIREMENT SERVICES -4444 Corona Dr., Ste. 242, CORPUS CHRISTI, TX 78411; INVESTMENT RELATED; FINANCIAL/INSURANCE SALES & SVCS; AGENT; START DATE 9/2004; 160 HRS/MNTH & DURING TRADING. 2)JASON LEDSWORTH (SELF EMPLOYED)-6629 COUSTEAU LANE, CORPUS CHRISTI, TX 78414; INVESTMENT RELATED; INSURANCE (LIFE) SALES & SVCS; AGENT; START DATE 9/2004; 60 HRS/MNTH & DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-28 |
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