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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-01 |
Branch Locations
Boynton Beach, FL • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Life Of Denver | Denver | CO | 10/2003 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 10/2007 | Present |
1) BONNIE RACHEL DOUGLAS; 11801 FOX HILL CIRCLE, BOYNTON BEACH, FL 33473; START 2003; MEDICARE SUPPLEMENT; 6HRS/MO' 3HR DURING TRADING; $10K. IR 2) EVERBANK; BANKING PRODUCTS;11801 FOX HILL CIRCLE, BOYNTON BEACH, FL 33473 SALES; START 03/2010; 3 HRS/MO; 2 HRS/MO DURING TRADING;$1K/YR FEES.IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-09 |
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