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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-05-03 |
Branch Locations
34188 Pacific Coast Hwy, Suite D, Dana Point, CA 92629 • 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 |
|---|---|---|---|---|
| Self Employed | Monarch Beach | CA | 07/2000 | Present |
| Planmember Securities | Carpinteria | CA | 01/2003 | Present |
| Highmark Group Llc | Dana Point | CA | 04/2004 | Present |
1) HIGHMARK GROUP,LLC: DBA as HIGHMARK FINANCIAL SOLUTIONS GROUP; P.O. BOX 3150, DANA POINT, CA 92629; Financial Advisor; Securities and Insurance Sales and Service; START 4/1/04; 140 HRS/MONTH DEVOTED TO BUSINESS; 100 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED 2)HIGHMARK GROUP, LLC: DBA HIGHMARK ADMINISTRATION AND CONSULTING; P.O. BOX 3150, DANA POINT, CA 92629; CONSULTANT; ADMINISTRATION AND CONSULTING FOR SCHOOL DISTRICT RETIREMENT PLANS/SOLICITING POTENTIAL EMPLOYERS TO ENTER INTO CONTRACTS; START 4/1/04; 25 HRS/MONTH DEVOTED TO BUSINESS; 5 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED 3) Highmark Group, LLC: DBA HIGHMARK INSURANCE SOLUTIONS; P.O.BOX 3150, DANA POINT, CA 92629; Owner/Agent; LIFE INSURANCE AND ANNUITY SALES; 50% OWNER; start 4/1/04; 15 HRS/MONTH DEVOTED TO BUSINESS; 5 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-09 |
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