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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2015-09-17
  • WA RA
    APPROVED
    Since 2015-09-17

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Bothell, WA • 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
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
  • 09/2015 → Present
    Carpinteria, CA
  • 01/1986 → Present
    Daniel Talcott Financial Services
    Bothell, WA
  • 06/2012 → Present
    Kennicott-Mt. Blackburn Bed & Breakfast
    Bothell, WA
  • 01/2004 → Present
    Daniel Talcott (Self Employed)
    Bothell, WA
  • 01/1999 → Present
    Daniel Talcott (Self Employed)
    Bothell, WA
Previous Registrations
  • 2003-03-07 → 2015-09-17
    Signator Financial Services, Inc.
    Bothell, WA
  • 1999-03-29 → 2002-09-25
    Collier
    Bothell, WA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-09
S63 Uniform Securities Agent State Law Examination 1984-10-06
  • S65 Uniform Investment Adviser Law Examination
    1999-03-09
  • S63 Uniform Securities Agent State Law Examination
    1984-10-06
Other Names
  • Dan Talcott

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