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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2014-08-01 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
2500 Louisianna Ne, Ste 507, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2014 | Present |
| Competitive Benefits Administrators (Cba) | Albuquerque | NM | 03/2005 | Present |
1) COMPETITIVE BENEFITS ADMINISTRATORS-2500 Louisianna NE, Ste 507, Albuquerque, NM 87110; INVESTMENT RELATED; INSURANCE AND SECURITIES SALES & SVCS; AGENT; START DATE 3/05; 40 HRS/MNTH; 10-15 HRS/MNTH DURING TRADING. 2) COMPETITIVE BENEFITS ADMINISTRATORS-2500 Louisianna NE, Ste 507, ALBUQUERQUE, NM 87110; NON-INVESTMENT RELATED; BENEFITS CONSULTING; INDEPENDENT CONSULTANT/CONTRACTOR; START DATE 3/05; 10 HRS/MNTH & DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-07 |
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