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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-07 |
Branch Locations
2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738 • United States
Oviedo, FL • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2010 | Present |
| Mutual, Inc. | Farmingville | NY | 07/1993 | Present |
1) MUTUAL, INC. / Daybright Financial - 2410 NORTH OCEAN AVE., STE. 401, FARMINGVILLE, NY 1138;SALE OF FIXED INSURANCE PRODUCTS; VICE PRESIDENT; START DATE 7/1993; 1 HR/MTH; 0 HRS/MTH DURING TRADING; INVESTMENT RELATED. 2) Familial Trusteeship #1, 51 McGraw Ave Lake Grove NY 11755, Act as trustee for familial trust; trustee; start date 11/6/2015; 5 hrs/mo; 2 hrs/mo during trading; NIR 3) Familial Trusteeship #2, 51 McGraw Ave Lake Grove NY 11755, Act as trustee for familial trust; trustee; start date 11/6/2015; 4 hrs/mo; 2 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-09 |
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