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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-11 |
| CA | RA | APPROVED | 2019-10-28 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131 • United States
Clovis, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2019 | Present |
| Eminence Healthcare, Inc. | Fresno | CA | 08/2014 | 10/2018 |
| Townsend Public Affairs, Inc. | Newport Beach | CA | 10/2017 | Present |
| Calpro Network | San Diego | CA | 08/2019 | 06/2025 |
| Superior Planning Financial Solutions | San Diego | CA | 06/2025 | Present |
1) BSA Financial Network and Insurance Services Inc. DBA Superior Planning Financial Solutions; 10085 Carroll Canyon Road, Suite 150, San Diego CA 93121; Start Date 6/1/2025; Financial Advisor; Insurance and securities sales and service; 160 hrs/mo; 160 hrs/mo during trading; IR. 2) Townsend Public Affairs, Inc-1401 Dove St, Ste. 330, Newport Beach, CA 92660; Noninvestment related; Receipt of residual income for lobbying & advocacy services for public agencies; Independent contractor; Start date 10/2017; 0 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-17 |
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