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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-05-28 |
Branch Locations
3663 North Sam Houston Pkwy East, Suite 600, Houston, TX 77032 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 05/2014 | Present |
| Texas Infinite Wealth Planners | Houston | TX | 04/2014 | 01/2018 |
| Lone Star Financial | Houston | TX | 01/2018 | Present |
Moeybea Wealth Management DBA Lone Star Financial-3663 North Sam Houston Pkwy East, Suite 600, HOUSTON, TX 77032; INVESTMENT AND INSURANCE SALES & SVCS; Owner; START DATE 1/4/2018; 160 HRS/MNTH; 160 HRS/MNTH DURING TRADING; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-17 |
| S66 | Uniform Combined State Law Examination | 2004-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-21 |
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