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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-11-25 |
Branch Locations
1270 S. Cleveland Massillon Rd., Bldg A, Suite 102, Copley, OH 44321 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copley Fire Dept. | Copley | OH | 06/1993 | 09/2017 |
| First Responders Financial Advisors | Copley | OH | 02/2012 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 11/2014 | Present |
| Copley Township | Copley | OH | 01/2018 | Present |
1) FIRST RESPONDERS FINANCIAL ADVISORS-1270 S. Cleveland Massillon Rd., COPLEY,OH 44321; INVESTMENT RELATED; FINANCIAL/INVESTMENT & Insurance SALES & SVCS; OWNER; START DATE 2/12; 120 HRS/MNTH & DURING TRADING. 2)Copley Township; 1540 South Cleveland Massillon Rd. Copley OH 44321; Start date 1/1/2018; Co Trustee for Township; consult on township issues with fiscal officer and two other trustees; 20 hrs/mo 10 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-26 |
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