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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-24 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
11550 W Interstate 10 Ste 240, San Antonio, TX 78230 • United States
3 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 |
|---|---|---|---|---|
| Timothy D. Camarillo (Self Employed) | San Antonio | TX | 10/2004 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 01/2021 | Present |
| Elite Plus Financial | San Antonio | TX | 01/2005 | Present |
1) Elite Plus Financial-11550 W Interstate 10 Ste 240, San Antonio, TX 78230; Investment related; Life, Annuity, Securities sales & svcs; Office Manager/Financial Advisor; Start 01/05; 160 hrs/mnth & during trading. 2) Timothy D. Camarillo-11550 West Interstate 10, Ste 240, San Antonio, TX 78230; Investment related; Insurance (life and annuity) sales & svcs; Agent; Start date 10/2004; 160 hrs/mnth; 120 hrs/mnth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
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