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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-29 |
| AL | RA | APPROVED | 2013-10-07 |
Branch Locations
5710 Watermelon Road Suite 250, Northport, AL 35473 • United States
1976 Gadsden Hwy, Suite 236-244, Birmingham, AL 35235 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Northport | AL | 01/2010 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 10/2013 | Present |
| Innovative Financial Solutions | Northport | AL | 06/2014 | Present |
GEOFFREY B. HAYNES (SELF EMPLOYED)-5710 WATERMELON RD., STE. #250, NORTHPORT, AL 35473; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES AND SERVICES; AGENT; START DATE 1/10; 10 HRS/MNTH; 5 HRS/MNTH DURING TRADING. 2)INNOVATIVE FINANCIAL SOLUTIONS, INC; 5710 WATERMELON ROAD, SUITE 250, NORTHPORT AL 35473;AGENT/OWNER;START DATE: 7/1/2014; NATURE OF BUS: ANNUITIES AND INSURANCE;INVESTMENT RELATED; APPROX. NO OF HRS/MOS DEVOTED TO THIS BUS: 450;APPROX. NO OF HRS/MOS DEVOTED TO THIS BUS DURING TRADING HRS: 160
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-30 |
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