Best Investors Account Sign in
Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2006-03-17
  • TX RA
    APPROVED_RES
    Since 2006-03-17

Branch Locations

Fulshear, TX • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

4444 Corona Dr., Ste. 242, Corpus Christi, TX 78411 • 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
Metropolitan Life Insurance Company Humble TX 01/1999 Present
Texas Infinite Wealth Planners Fulshear TX 10/2014 08/2018
College Funding Solutions Fulshear TX 03/2017 07/2020
Elite Plus Financial & Retirement Services Richmond TX 08/2018 Present
  • 01/1999 → Present
    Metropolitan Life Insurance Company
    Humble, TX
  • 10/2014 → 08/2018
    Texas Infinite Wealth Planners
    Fulshear, TX
  • 03/2017 → 07/2020
    College Funding Solutions
    Fulshear, TX
  • 08/2018 → Present
    Elite Plus Financial & Retirement Services
    Richmond, TX
Other Businesses

Elite Plus Financial & Retirement Services;7851 BOIS D'ARC Fulshear, TX 77406; Financial Representative; SALES OF securities AND insurance PRODUCTS; start date 8/8/2018; NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS:140 ; NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS:140; IR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-11-09
  • S63 Uniform Securities Agent State Law Examination
    1999-11-09

View on SEC IAPD

More in Fulshear, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor