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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-05-19 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
2600 Grand Blvd., Suite 900, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forrest T. Jones & Co, Inc. Dba Ftj Retirement Advisors | Kansas City | MO | 09/2015 | Present |
| Fidelity Security Life Insurance Company | Kansas City | MO | 09/2015 | Present |
| National Pension & Group Consultants, Inc. | Kansas City | MO | 06/2016 | 04/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 04/2020 | Present |
| Brian Holland (Self Employed) | Overland Park | KS | 12/2006 | Present |
1) Forrest T. Jones & Co Inc. dba FTJ Retirement Advisors-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Financial & insurance sales & svcs; Director & Non-producing Licensed Sales Assistant; Start date 9/2015; 90 hrs/mnth & during trading. 2) Fidelity Security Life Insurance Company-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Supervision of Insurance sales & svcs/leased employee from Forrest T Jones & Co; Director, Retirement Services; Start date 9/2015; 90 hrs/mnth & during trading. 3)Brian Holland (self employed)-17829 Cody St., Overland Park, KS 66221; Investment related; Insurance (fixed) sales & svcs; Insurance Agent; Start date 12/2006; 50 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-31 |
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