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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-10-03 |
Branch Locations
11550 W Interstate 10 Ste 240, San Antonio, TX 78230 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
4444 Corona Dr., Ste. 242, Corpus Christi, TX 78411 • 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 |
|---|---|---|---|---|
| Self-Employed | Corpus Christi | TX | 04/1998 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 07/2013 | Present |
| Elite Plus Financial Dba Elite Group | Corpus Christi | TX | 04/2011 | Present |
| Elite Plus Financial | Corpus Christi | TX | 10/2006 | Present |
| Cal Pro Financial Services | San Diego | CA | 07/2013 | 07/2019 |
| Elite Plus Corp Dba Elite Plus Financial & Retirement Services | Corpus Christi | TX | 08/2014 | Present |
1). Elite Plus Corporation DBA ELITE PLUS FINANCIAL- 4444 Corona Dr,. Ste. 242 CORPUS CHRISTI, TX 78411; INVESTMENT RELATED; INSURANCE (FIXED ANNUITES & LIFE) SALES & SVCS; OWNER/OFFICER/PRESIDENT; START DATE 1/05; 160 HRS/MNTH & DURING TRADING. 2). Elite Plus Corporation DBA ELITE PLUS FINANCIAL & RETIREMENT SERVICES; 4444 Corona Dr,. Ste. 242 CORPUS CHRISTI, TX 78411;OWNER; START DATE:8/18/2014; NATURE OF BUS:FINANCIAL & RETIREMENT SERVICES, FIXED INDEXED ANNUITIES; INVESTMENT RELATED; APPROX. NO OF HRS./MOS DEVOTED TO THIS BUS:200; APPROX. NO OF HRS/MOS DEVOTED TO THIS BUS DURING TRADING HRS: 160
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-09 |
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