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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2001-07-31 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Santa Barbara, CA • 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 |
|---|---|---|---|---|
| Irm Distributors, Inc. | Carpinteria | CA | 05/1997 | Present |
| Platinum Insurance Marketing | Santa Barbara | CA | 01/1993 | Present |
| Az Retirement Services, Inc.(Dba) Teachers Retirement Services | Santa Barbara | CA | 12/2012 | 08/2021 |
| Medivest Benefit Advisors; | Santa Barbara | CA | 12/1996 | 11/2023 |
| Healthscript Solutions, Inc. | Santa Barbara | CA | 11/2019 | 11/2023 |
| Mba Fund Llc | Santa Barbara | CA | 08/2020 | 02/2026 |
| Mba4 Fund Llc | Santa Barbara | CA | 10/2021 | 02/2026 |
| Mba5 Fund, Llc | Santa Barbara | CA | 05/2023 | 02/2026 |
| Mba6 Fund,Llc | Santa Barbara | CA | 02/2025 | 02/2026 |
| Medivest Pi Holdco General Partnership | Santa Barbara | CA | 01/2026 | Present |
1). PLATINUM INSURANCE MARKETING;681 Cowles Rd, SANTA BARBARA CA 93108; START DATE 8/18/93; NIR;PRESIDENT OF INDEPENDENT MARKETING ORGANIZATION; 160 HRS/MONTH DEVOTED TO BUSINESS; 160 HRS/MONTH DURING TRADING HOURS; $300,000 ANNUAL COMPENSATION; OVERSEE DIRECTION OF PLATINUM TO ENSURE VALUE FOR THE AGENTS WE SERVE; IR.PLATINUM INSURANCE MARKETING (PIM)WILL MARKET STRUCTURED SETTLEMENT PRODUCTS SECTION IRC 130 TO STRUCTURES SETTLEMENT AGENT.9/28/2010 IR 2). PLATINUM INSURANCE MARKETING (PIM) MARKETING;ENHANCED ATTORNEY FEE STRUCTURE 8 EAST ARRELLAGA ST, SANTA BARBARA, CA 93101; START DATE 10/19/2012- NUM OF HRS/MTH DEVOTED TO THIS BUS:2 NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HOURS:2 NIR 3). Medivest PL Holdco General Partnership; 681 Cowles Road, Santa Barbara CA 93108; Start Date 01/01/2026; Partner, entity for the receipt of payment related to the sale of a business; 1 hr/mo; 1 hr/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-12 |
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