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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-18 |
| AK | RA | APPROVED | 2005-04-12 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
2665 E Tudor Rd., Suite 202, Anchorage, AK 99507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 04/2005 | Present |
| Vision | Brinnon | WA | 12/2012 | Present |
| Veritas Wealth Management | Anchorage | AK | 07/2015 | Present |
1)STEVE HUFFORD; SELF-EMPLOYED; 2665 E Tudor Rd., Suite 202, Anchorage, AK 99507;MAINTAIN APPOINTMENTS 10/1975(AS AN AGENT) AND AFFILIATIONS WITH TRADITIONAL INSURANCE COMPANIES TO OFFER MY CLIENTS FIXED ANNUITIES; WORK LESS THAN 2 HOURS/WEEK DURING MARKET HOURS IR. 2)STEPHEN HUFFORD. 2665 E Tudor Rd., Suite 202, Anchorage, AK 99507 ;START DATE: 11/1/2012; RENTAL OF OUR SECOND HOME;OWNER ; NUM OF HRS/MTH DEVOTED TO THIS BUS:0; NUM OF HRS/MTH DEVOTED TO THIS BUS. DURING TRADING HRS:0 IR 3)VISION ; START DATE: 12/14/2012;2020 PO BOX 501;BRINNON, WA 98320;BOARD MEMBER;R501C3 CORP ASSISTING DEVELOPING COUNTRIES IN VARIOUS COMMUNITY PROJECTS;NUM OF HRS/MTH DEVOTED TO THIS BUSINESS:2 NUM OF HRS/MTH DEVOTED TO THIS BUS. DURING TRADING HOURS 0:NIR 4) Veritas Wealth Management; 2665 E Tudor Rd., Suite 202, Anchorage, AK 99507; Title: Agent; Start Date: 7/1/2015; Nature of Bus: Investments, Securities, and insurance; IR; Approx. Number of Hrs./Mos. Devoted to this Bus: 80; Approx. Number of Hrs./Mos. Devoted to this Bus during trading hrs.: 80
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-11-06 |
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