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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2006-09-05 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
4424 6Th Avenue, Suite 1A, Tacoma, WA 98466 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2005 | Present |
| Behm Financial | University Place | WA | 02/2009 | Present |
1)BEHM FINANCIAL; 4424 6th Avenue, Suite 1-A,Tacoma WA 98406;START 2/7/2009; OWNER; SERVICES FOR EDUCATORS; Retirement Strategies, Tax & Risk Management, Insurance& Annuity Services, Estate Conservations, Goals-Based Investment Management, life insurance, long term care insurance, fixed annuities, potentially fixed indexed annuities. 160HRS/MO 100HR/MO/TRADING;IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-10 |
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