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Harry Eugene Licursi

Harry Licursi Tax & Retirement Planning

Santa Rosa, CA

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Current Employers
Harry Licursi Tax & Retirement Planning

Santa Rosa, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-15
  • CA RA
    APPROVED
    Since 2025-08-15

Branch Locations

Santa Rosa, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Harry Licursi Tax & Retirement Planning Santa Rosa CA 07/2004 Present
Previous Registrations
  • 2005-01-06 → 2007-02-23
    Pension Planners Securities, Inc.
    Citrus Heights, CA
    Carmichael, CA
  • 2002-12-12 → 2005-02-28
    Planmember Securities Corporation
    Windsor, CA
  • 2001-06-21 → 2002-12-20
    Brecek & Young Advisors, Inc.
    Folsom, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-13
S63 Uniform Securities Agent State Law Examination 1993-03-05
  • S65 Uniform Investment Adviser Law Examination
    2001-06-13
  • S63 Uniform Securities Agent State Law Examination
    1993-03-05

View on SEC IAPD

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