John Francisco Urrutia

Current Employers

Employment History

• 11/2006 → 07/2017
  Lincoln Investment
  Fort Washington, PA
• 07/2017 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 09/2007 → Present
  Rooney Group, Inc. Dba Teachers Tax Service
  Palm Desert, CA
• 01/2008 → Present
  John Urrutia (Self Employed)
  Palm Desert, CA
• 01/2025 → Present
  Fbc Model Plan
  Palm Desert, CA
• 12/2025 → Present
  Teachers Tax & Investment
  Palm Desert, CA

Previous Registrations

• 2009-01-02 → 2017-08-11
  Lincoln Investment
  Rancho Mirage, CA
• 2014-04-21 → 2017-08-11
  Capital Analysts
  Rancho Mirage, CA

Other Businesses

1) Rooney Group Inc. dba Teachers Tax Service- 77-933 Las Montanas Rd., Suite 102, Palm Desert, CA 92211; Investment related; Securities, insurance sales & tax preparation sales & svcs; Representative; Start date 9/07; 160 hrs/mnth & during trading. 2) John Urrutia (self employed)-77-933 Las Montanas Rd., Suite 102, Palm Desert, CA 92211; Investment related; Insurance (fixed) sales & svcs; Insurance producer; Start date 01/08; 20 hrs/mnth & during trading. 2)FBC Model Plan; 77-933 Las Montanas Rd., Suite 102, Palm Desert, CA 92211; Start Date 01/30/2025; FBC Authorized Financial Advisor; DBA entity for insurance and securities sales/svcs including PlanMember Securities Corp. securities related business at reported business locations; 120 hrs/mo 120 hrs/mo during trading; IR 3) JNBL, Inc.; 42928 Rachel Ct, Bermuda Dunes CA 92203; Start Date 11/1/2015; General Partner; Tax and Banking entity only; 10 hrs/mo; 0 hrs/mo during trading; NIR 4)Teachers Tax & Investment; 77-933 Las Montanas Rd., Suite 102, Palm Desert CA 92211; Start Date 12/2/2025; President/Financial Advisor; Tax preparation as well as securities and insurance sales and service; 160 hrs/mo; 120 hrs/mo during trading; IR

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-01
• S63 Uniform Securities Agent State Law Examination
  2007-08-03