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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-06-05 |
Branch Locations
2600 Grand Blvd., Suite 900, Kansas City, MO 64108 • 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 |
|---|---|---|---|---|
| Forrest T. Jones & Co. Inc. Dba Ftj Retirement Advisors | Kansas City | MO | 01/2005 | Present |
| National Pension & Group Consultants, Inc. | Kansas City | MO | 12/2012 | 05/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2020 | Present |
| Forrest T. Jones & Co. Inc Dba Ftj Retirement Advisors | Kansas City | MO | 01/2005 | Present |
1) Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors- 2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Securities & Insurance for retired Missouri educators; Non-Producing Licensed Sales Assistant; Start date 1/2005; 5 hrs/mnth & during trading. 2) Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Health & Life Insurance sales & svcs, employee benefits; Regional Director; Start date 1/2005; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-15 |
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