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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-06-23 |
Branch Locations
25 Meadowland, Universal City, TX 78148 • United States
Austin, TX • 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 |
|---|---|---|---|---|
| Self Employed | San Antonio | TX | 01/1995 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 05/2006 | Present |
| Combined Benefit Group | Austin | TX | 09/2018 | 12/2023 |
RITTERHOUSE & ASSOC, 25 MEADOWLAND, UNIVERSAL CITY, TX 78148; INSURANCE SALES AND MARKETING. AGENT/OWNER; START 10/1998; 120 HR/MO DURING TRADING. TPA, IR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
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