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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-04 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
2413 Webb Ave Suite E, Alameda, CA 94501 • United States
3 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 |
|---|---|---|---|---|
| National Planning Corporation | Emeryville | CA | 10/2009 | 11/2017 |
| Valley Wealth Strategies, Llc | Alameda | CA | 11/2017 | 08/2019 |
| Lpl Financial Llc | Alameda | CA | 11/2017 | 08/2019 |
| Planmember Securities Corporation | Carpinteria | CA | 10/2019 | Present |
| James Adgar (Self Employed) | Alameda | CA | 10/2019 | Present |
| Bay Island Officials Association | Oakland | CA | 08/2004 | Present |
1) James Adgar (self employed)-2413 Webb Ave., Ste. E, Alameda, CA 94501; Investment related; Insurance/annuities (Fixed/FIA) sales & svcs; Agent; Start date 10/19; 20 hrs/mnth & during trading. 2) Bay Island Officials Association-3601 Virden Ave., Oakland, CA 94619; Noninvestment related; Sports officiating; Sports Official; Start date 08/04; 20 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-09 |
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