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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-30 |
Branch Locations
3513 Spectrum Blvd, Suite 200, Richardson, TX 75082 • United States
415 S. First St., Suite 440, Lufkin, TX 75901 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Inspire Financial | Lufkin | TX | 01/2004 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 02/2022 | Present |
| Acn / Team National | Davie | FL | 04/2014 | Present |
1) Inspire Financial-415 South First St., Ste. 440, Lufkin, TX 75901; Investment related; Financial, securities & insurance (annuities, life, Medicare supplements) sales & svcs; Agent/Advisor; Start date 1/2004; 150-200 hrs/mnth & during trading. 2) ACN / Team National-8210 W. State Rd. 84, Davie, FL 33324-4641; Noninvestment related; Direct sales of digital phone svcs; high speed internet, security & automation, television & payment processing; Independent Marketing Director (IMD); Start date 4/2014; 10-20 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-06 |
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