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13770 Center St Suite 206, Carmel Valley, CA 93924 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2006-03-14 |
Branch Locations
13748 Center St Suite A, Carmel Valley, CA 93924 • United States
13770 Center St Suite 206, Carmel Valley, CA 93924 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plan B Investments, Inc. | Carmel Valley | CA | 10/2005 | Present |
MARTIN O'MALLEY , SALE OF FIXED INSURANCE PRODUCTS,COMPENSATION BASED ON COMMISSIONS. INVESTMENT-RELATED, 15% OF TIME. Mr. O'Malley is also the Sole Proprietor of SINRA Successor Trustee Services, Inc. The activity is not investment related, and has generated no revenue. The activity is expected to consume less than 10% of Mr. O'Malley's professional time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-07-05 |
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