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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-12 |
Branch Locations
1600 State Street, Santa Barbara, CA 93101 • 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 |
|---|---|---|---|---|
| Planmember Securities | Carpinteria | CA | 03/2007 | Present |
| Planmember Financial Group | Santa Barbara | CA | 01/2015 | Present |
1)GREG MARSH; START DATE: 3/21/2013; 1600 STATE STREET SANTA BARBARA CA FIXED ANNUITY; LIFE INSURANCE;DEVOTED TO THIS BUS:12 ;NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HRS:0 IR 2)GREGORY MARSH DBA PLANMEMBER FINANCIAL GROUP; 1600 STATE ST. SANTA BARBARA, CA 93101; EMPLOYEE; START DATE:1/6/2015; NATURE OF BUS: FINANCIAL AND INSURANCE SERVICES; IR; APPROX. NUMBER OF HRS/MOS DEVOTED TO THIS BUS: 160; APPROX. NUMBER OF HRS/MOS DEVOTED TO THIS BUSINESS DURING TRADING HRS: 160
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-09 |
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