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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2014-06-30 |
Branch Locations
1976 Gadsden Hwy, Suite 236-244, Birmingham, AL 35235 • United States
115 Us Highway 31 South, Athens, AL 35611 • 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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 06/2014 | Present |
| Innovative Financial Solutions, Inc. | Birmingham | AL | 06/2014 | Present |
| Self Employed | Birmingham | AL | 02/2011 | Present |
1) INNOVATIVE FINANCIAL SOLUTIONS INC-1976 GADSDEN HWY, STE 236, BIRMINGHAM, AL 35235; INVESTMENT RELATED; FINANCIAL/INVESTMENT, INSURANCE SALES & SVCS; OWNER; START DATE 6/14; 160 HRS/MNTH & DURING TRADING. 2) MARTY ADAMS (SELF EMPLOYED)-1976 GADSDEN HWY, STE 236, BIRMINGHAM, AL 35235; INVESTMENT RELATED; INSURANCE SALES & SVCS, START DATE 2/11; 20 HRS/MNTH; 10 HRS/MNTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-15 |
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