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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| WY | RA | APPROVED | 2024-02-26 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
172 North Main St., Suite 2A, Sheridan, WY 82801 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2011 | 08/2017 |
| Cetera Advisors Llc | Denver | CO | 08/2017 | 08/2019 |
| Ifp Securities, Llc | Tampa | FL | 08/2019 | 02/2024 |
| Independent Financial Partners | Tampa | FL | 08/2019 | 02/2024 |
| Planmember Securities Corporation | Carpinteria | CA | 02/2024 | Present |
| Tactical Financial Solutions | Sheridan | WY | 01/2011 | Present |
| Cruzn Enterprises, Llc | Sheridan | WY | 01/2011 | Present |
| Aaron Cruz (Self Employed) | Sheridan | WY | 01/2011 | Present |
| Unbroken, Llc | Sheridan | WY | 01/2018 | Present |
1) Tactical Financial Solutions-172 North Main St., Suite 2A. Sheridan, WY 82801; Investment related; Securities & insurance sales & svcs; Owner & Producer; Start date 1/2011; 160 hrs/mnth; 120 hrs/mnth during trading. 2) Cruzn Enterprises LLC-172 North Main St., Suite 2A. Sheridan, WY 82801; Investment related; Pass through income corporation for banking & taxes; Owner; Start date 1/2011; 5 hrs/mnth & during trading. 3) Aaron Cruz (self employed)-172 North Main St., Suite 2A, Sheridan, WY 82801; Investment related; Fixed insurance & annuity sales & svcs; Owner/Producer; Start date 1/2011; 15 hrs/mnth & during trading; 4) Unbroken, LLC-172 North Main St., Suite 2A. Sheridan, WY 82801; Investment rel; 172 North Main St. Suite 2A. Sheridan, WY 82801ated; Financial education-provide general financial education to people going through drug & alcohol rehabilitation in sessions held & paid for by Volunteers of America; Owner/Educator; Start date 1/2018; 10 hrs/mnth; 5 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-28 |
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