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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-08-30 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
901 Campisi Way, Suite 240, Campbell, CA 95008 • 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 |
|---|---|---|---|---|
| Employee Benefits Services Group | Campbell | CA | 01/2007 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2011 | Present |
1)EMPLOYEE BENEFITS SERVICES GROUP / Daybright Financial - 901 Campisi Way, Suite 240, Campbell, CA 95008; INSURANCE PRODUCT SALES (LIFE, HEALTH, LTC, DISABILITY, FIAS); REPRESENTATIVE; START DATE 01/07; 20 HRS/MNTH; 20 HRS/MNTH DURING TRADING; IR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-23 |
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