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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-09-17 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Bothell, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 09/2015 | Present |
| Daniel Talcott Financial Services | Bothell | WA | 01/1986 | Present |
| Kennicott-Mt. Blackburn Bed & Breakfast | Bothell | WA | 06/2012 | Present |
| Daniel Talcott (Self Employed) | Bothell | WA | 01/2004 | Present |
| Daniel Talcott (Self Employed) | Bothell | WA | 01/1999 | Present |
1) Daniel Talcott Financial Services-2514 167th Pl SE, Bothell, WA 98012; Investment related; Securities/Insurance Sales & Svcs; Owner-sole proprietorship; Start date 1986; 200 hrs/mnth & during trading. 2) Kennicott-Mt. Blackburn Bed & Breakfast-2514 167th Pl SE, Bothell, WA 98012; Noninvestment related; Bed & breakfast cabin; Co-owner; Start date 6/2012; 2-5 hrs/mnth; 0 hrs/mnth during trading. 3) Daniel Talcott (self employed)-2514 167th Pl SE, Bothell, WA 98012; Noninvestment related; Sports officiating (basketball, softball, baseball); Start date 2004; 125 hrs/mnth; 0 hr/mnth during trading. 4) Daniel Talcott (self employed) - 2514 167th Place SE, Bothell, WA 98012; Investment related; Tax Preparation; Start date 1985; 25-340 hrs/yearly; 0 hrs during trading. 5) Daniel Talcott (self employed) - 2514 167th Place SE, Bothell, WA 98012; Noninvestment related; Trustee for Tony Zak Family Trust - Manage Land & Building; 10 15 hrs/mnth; 0 hrs/mnth during trading. 6)Daniel Talcott (self employed) - 2514 167th Place SE, Bothell, WA 98012; Noninvestment related; Trustee for Blackburn Heritage Foundation-Manage Land & Building.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-06 |
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