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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-03 |
Branch Locations
610 Old Clairton Rd., Suite 4, Pittsburgh, PA 15236 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • 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 |
|---|---|---|---|---|
| Woodbury Investors, Inc. | Homestead | PA | 12/1996 | 12/2017 |
| Planmember Securities Corporation | Carpinteria | CA | 12/2017 | Present |
| Conway Wealth Management | Pittsburgh | PA | 06/2015 | Present |
1) Conway Wealth Management-610 Old Clairton Road, Pittsburgh, PA 15236; Investment related; Insurance and securities sales & services; President/Owner; Start date 6/2015; 200 hrs/mnth; 160 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
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