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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2001-07-31
  • CA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/1997 → Present
    Irm Distributors, Inc.
    Carpinteria, CA
  • 01/1993 → Present
    Platinum Insurance Marketing
    Santa Barbara, CA
  • 12/2012 → 08/2021
    Az Retirement Services, Inc.(Dba) Teachers Retirement Services
    Santa Barbara, CA
  • 12/1996 → 11/2023
    Medivest Benefit Advisors;
    Santa Barbara, CA
  • 11/2019 → 11/2023
    Healthscript Solutions, Inc.
    Santa Barbara, CA
  • 08/2020 → 02/2026
    Mba Fund Llc
    Santa Barbara, CA
  • 10/2021 → 02/2026
    Mba4 Fund Llc
    Santa Barbara, CA
  • 05/2023 → 02/2026
    Mba5 Fund, Llc
    Santa Barbara, CA
  • 02/2025 → 02/2026
    Mba6 Fund,Llc
    Santa Barbara, CA
  • 01/2026 → Present
    Medivest Pi Holdco General Partnership
    Santa Barbara, CA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-12
  • S63 Uniform Securities Agent State Law Examination
    1993-01-12
Other Names
  • Terri Laurin Bennett
  • Terri Ann Laurin

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