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Account
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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-05 |
| WA | RA | APPROVED | 2013-02-11 |
| CA | RA | APPROVED | 2011-02-17 |
Branch Locations
830 East Santa Clara Street, Ventura, CA 93001 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Laguna Niguel, CA • United States
One Bridge Street, Suite 70, Irvington, NY 10533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 02/2011 | Present |
| Team Advisors | Laguna Niguel | CA | 10/2014 | Present |
TEAM ADVISORS:29612 Tamarron Laguna Niguel CA 92677;10/7/2014;INVESTMENT RELATED; PLANMEMBER FINANCIAL CENTER;INVESTMENTS AND FIXED INSURANCE PRODUCTD/REPRESENTATIVE/AGENT; NO. OF HRS/MOS.DEVOTED TO THIS BUS:200; NO. OF HRS/MOS DEVOTED TO THIS BUS DURING TRADING HRS: 200
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-27 |
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