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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-02-15 |
Branch Locations
1011 Camino Del Rio South Ste 550, San Diego, CA 92108 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrett Financial & Investment Services, Inc. Dba Mpd Wealth | San Diego | CA | 02/1987 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 01/2005 | Present |
| Barrett Financial & Investment Services, Inc. | San Diego | CA | 11/2017 | Present |
Barrett Financial and Investment Services DBA MPD Wealth; 1011 Camino Del Rio South 550 San Diego CA 92108; Start Date 02/1987; Owner of Corp/Agent of DBA; Sales and services of insurance, securities, including annuities, fixed index annuities, insurance and long-term care; 160 hrs/mo; 160 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-11 |
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