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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-27
HI RA APPROVED 2024-01-03
  • TX RA
    APPROVED_RES
    Since 2026-03-27
  • HI RA
    APPROVED
    Since 2024-01-03

Branch Locations

Austin, TX • United States

Hubert, NC • United States

Lahaina, HI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Future Value Financial, Inc. Lahaina HI 01/2009 Present
Planmember Securities Corporation Carpinteria CA 10/2013 Present
Other Businesses

1)FUTURE VALUE FINANCIAL, INC - 115 Awaiku Street, Lahaina, HI, USA, 96761; OWNER/AGENT; INSURANCE AND SECURITIES SALES AND SERVICE; START DATE 01/2009; SPEND 100 HOURS PER MONTH, 40 DURING SECURITIES TRADING HOURS; INVESTMENT RELATED BUSINESS. 2) ARREN MURRAY (SELF EMPLOYED)-2852 REDWOOD ST., SAN DIEGO, CA 92104; NONINVESTMENT RELATED; OWNER-PROPERTY RENTALS; START DATE 9/12; 5 HRS/MNTH; 0 HRS/MNTH DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-18
S63 Uniform Securities Agent State Law Examination 2004-04-16
  • S65 Uniform Investment Adviser Law Examination
    2020-06-18
  • S63 Uniform Securities Agent State Law Examination
    2004-04-16

View on SEC IAPD

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