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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-01-09 |
Branch Locations
301 9Th Street, Suite 102, Redlands, CA 92374 • United States
255 E Rincon St., Ste 221, Corona, CA 92879 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A Jay Munoz | Redlands | CA | 01/2000 | Present |
| Planmember Securities Corp. | Carpinteria | CA | 01/2003 | Present |
1)INDEPENDENT INSURANCE AGENT; START 1997.;104 EAST STATE STREET #G, Redlands CA 92373; 2) HIGHMARK ADMINISTRATION AND CONSULTING; ADMINISTRATION AND CONSULTING FOR SCHOOL DISTRICT RETIREMENT PLANS; 34188 Pacific Coast Highway,Ste D, Dana Point CA 92629 START 08/11; 1 HRS/MO; 0 HRS/MO IR;DURING TRADING HOURS; $5K-$10K/YR; SOLICITING POTENTIAL EMPLOYERS TO ENTER INTO CONTRACTS; IR. 3)RENTAL PROPERTY:2174 CHAPARREL LANE, MENTONE, CA 9235;START DATE: 9/1/2006;SOLE PROPRIETOR;NUM OF HRS/MTH DEVOTED TO THIS BUS:4; NUM OF HRS/MTH DEVOTED TO THIS BUS. DURING TRADING HOURS:0 ;IR 4)AJM Financial Inc.; 104 East State Street Suite G Redlands CA 92373; start date 2/7/20; owner/officer; banking only entity to capture tax advantages of a corporate structure; 1 hr/mo; 0 hrs/mo during trading; NIR 5) The Grove School; 200 Nevada St, Redlands CA 92373; START DATE: 04/15/2021; Director/Treasurer; Board Member and, as Treasurer, also have additional duties including chairing the finance committee and monitoring school finances, property, and the budget; 4 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-28 |
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