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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-08-30 |
Branch Locations
2600 Grand Blvd., Suite 900, Kansas City, MO 64108 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Pension & Group Consultants, Inc. | Kansas City | MO | 04/2006 | 11/2019 |
| Forrest T. Jones & Co, Inc. Dba Ftj Retirement Advisors | Kansas City | MO | 06/2004 | 11/2023 |
| Fidelity Security Life Insurance Co. | Kansas City | MO | 06/2004 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 11/2019 | 11/2023 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2023 | Present |
| Forrest T Jones & Co Dba Ftj Advisors | Kansas City | MO | 11/2023 | Present |
1) Forrest T. Jones & Co. Inc dba FTJ Retirement Advisors-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Provide administrative support for FTJ Advisors personnel; Non-Producing Licensed Sales Assistant; Start date 11/23; 160 hrs/mnth & during trading. 2) Fidelity Security Life Insurance Co-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Non-Investment related; Insurance sales & services, manages product launches & sell annuities; Programs Acct. Mgr-Asset/Captive Accumulation Insurance Agent; Start date 6/04; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-23 |
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