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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-08-05 |
Branch Locations
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 | 08/2008 | Present |
| Self Employed Insurance Agent | Key Largo | FL | 09/2006 | Present |
1)SELF-EMPLOYED INSURANCE AGENT; SALE OF LIFE, HEALTH, AND ANNUITIES; 198 ATLANTIC BLVD KEY LARGO FL 33037; START DATE 9/1/2006; 160 HRS PER MONTH; 160 HRS PER MONTH DURING TRADING; IR 2) MONROE CO PUBLIC SCHOOL 241 TRUMBO RD KEY WEST, FL 33040; START 2007; SCHOOL BUDGET COMMITTEE; 2HRS/MO, 0HRS/TRADING; NO COMPENSATION. NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-06 |
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