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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-17 |
Branch Locations
2600 Grand Blvd., Suite 900, Kansas City, MO 64108 • 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 |
|---|---|---|---|---|
| Na - Unemployed | St. Louis | MO | 01/2013 | 06/2017 |
| Vector Marketing | St. Louis | MO | 06/2017 | 09/2017 |
| College Student | Columbia | MD | 09/2017 | Present |
| Forrest T. Jones & Co, Inc. Dba Ftj Retirement Advisors | Kansas City | MO | 09/2023 | Present |
| Fidelity Security Life Insurance Co. | Kansas City | MO | 09/2023 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 10/2023 | Present |
1) Forrest T. Jones & Co, Inc dba FTJ Investment Advisors-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Financial/investment advisory sales & svcs, and fixed index annuities sales & svcs; Investment Advisor Representative; Start date 9/2023; 160 hrs/mnth & during trading. 2) Fidelity Security Life Insurance Co-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Insurance (fixed annuities) sales & svcs; Agent; Start date 9/2023; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-01 |
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