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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-08-19 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
901 Campisi Way, Suite 240, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2011 | Present |
| Employee Benefits Services Group | Campbell | CA | 08/2004 | Present |
1)EMPLOYEE BENEFITS SERVICES GROUP / Daybright Financial - 901 Campisi Way, Suite 240, Campbell, CA 95008; INSURANCE PRODUCT SALES/SERVICES (LIFE, HEALTH, LTC, DISABILITY, FIAS); PLAN ADMINISTRATOR REPRESENTATIVE; START DATE 08/2004; 80 HRS/MNTH; 60 HRS/MNTH DURING TRADING; IR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-15 |
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