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Current Employers
Pacific United Planning, Inc.

Playadel Rey, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-02-18
CA RA APPROVED 2016-04-04
  • TX RA
    APPROVED_RES
    Since 2022-02-18
  • CA RA
    APPROVED
    Since 2016-04-04

Branch Locations

Playadel Rey, CA • 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
Royal Merchandise, Inc. Arcadia CA 01/2015 12/2018
Pacific United Planning, Inc. Playa Del Ray CA 03/2016 Present
Pup Insurance Services Playa Del Ray CA 03/2016 07/2025
Kinney & Company Insurance Agency Pasadena CA 05/2012 02/2024
Level Plane Field Philips Ranch CA 09/2019 12/2022
Rotors And Wings Aviation, Inc. La Verne CA 09/2020 06/2021
Atp Usa, Inc. Long Beach CA 03/2021 09/2021
Envoy Air, Inc. Irving TX 08/2021 02/2022
Oc Flight Lessons Llc Costa Mesa CA 09/2021 01/2022
Envoy Air, Inc. Irving TX 02/2022 04/2023
Jetblue Airways Corporation Queens NY 04/2023 10/2023
Delta Air Lines, Inc. Atlanta GA 10/2023 Present
  • 01/2015 → 12/2018
    Royal Merchandise, Inc.
    Arcadia, CA
  • 03/2016 → Present
    Playa Del Ray, CA
  • 03/2016 → 07/2025
    Pup Insurance Services
    Playa Del Ray, CA
  • 05/2012 → 02/2024
    Kinney & Company Insurance Agency
    Pasadena, CA
  • 09/2019 → 12/2022
    Level Plane Field
    Philips Ranch, CA
  • 09/2020 → 06/2021
    Rotors And Wings Aviation, Inc.
    La Verne, CA
  • 03/2021 → 09/2021
    Atp Usa, Inc.
    Long Beach, CA
  • 08/2021 → 02/2022
    Envoy Air, Inc.
    Irving, TX
  • 09/2021 → 01/2022
    Oc Flight Lessons Llc
    Costa Mesa, CA
  • 02/2022 → 04/2023
    Envoy Air, Inc.
    Irving, TX
  • 04/2023 → 10/2023
    Jetblue Airways Corporation
    Queens, NY
  • 10/2023 → Present
    Delta Air Lines, Inc.
    Atlanta, GA
Previous Registrations
  • 2011-04-11 → 2016-04-01
    Woodbury Financial Services, Inc.
    Phillips Ranch, CA
    Pasadena, CA
    Costa Mesa, CA
Other Businesses

1)DELTA AIR LINES INC.; NOT INVESTMENT RELATED; PILOT; 10/2023; ATLANTA GA; AIRLINE; OPPERATE PASSENGER FLIGHTS; 50 HOURS PER MONTH; 25 HOURS DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-08
S63 Uniform Securities Agent State Law Examination 2007-10-12
  • S66 Uniform Combined State Law Examination
    2011-04-08
  • S63 Uniform Securities Agent State Law Examination
    2007-10-12
Designations

View on SEC IAPD

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