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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-02-02 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iof Foresters | Boise | ID | 08/2001 | 06/2017 |
| Foresters Equity Services, Inc. | Boise | ID | 08/2001 | 07/2017 |
| Proequities Inc | Boise | ID | 06/2019 | 10/2020 |
| Paragon Financial Group, Inc. | Boise | ID | 03/2009 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 05/2021 | Present |
1) Paragon Financial Group, Inc- 1692 S Brookstone Ave., Boise ID 83709; Investment related; Insurance Agency - life, annuities, health & accident sales & services; President and Chief Financial Officer / Representative; Start date 3/2009; 80-160 hrs/mnth; 80 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-20 |
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