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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-16 |
| CA | RA | APPROVED | 2014-04-03 |
Branch Locations
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dena Mcsherry-Self Employed | Riverside | CA | 04/2012 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 03/2014 | Present |
| The Mcglothlin Group | Redlands | CA | 02/2014 | 12/2018 |
(1) DENA MCSHERRY (SELF EMPLOYED)-8456 Manuel Rd., Riverside, CA 92508; INVESTMENT RELATED; INSURANCE SALES & SVCS; BROKER; START DATE 4/12; 10 HRS/MNTH; 0 HRS/MNTH DURING TRADING. (2)Inland Wealth Management, Inc.; 8456 Manuel Rd., Riverside, CA 92508; start date 3/1/2020; President; Banking only entity to capture tax benefits; 4 hrs/mo 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-29 |
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