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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-19
CA RA APPROVED 2012-12-13
  • TX RA
    APPROVED
    Since 2020-11-19
  • CA RA
    APPROVED
    Since 2012-12-13

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

4520 Wilshire Blvd, Suite 201, Los Angeles, CA 90010 • 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
Planmember Securities Corporation Carpinteria CA 06/2011 12/2017
Planmember Securities Corporation Carpinteria CA 08/2017 Present
Miles Kilstofte Los Angeles CA 08/2025 Present
Surety Investment Services Los Angeles CA 01/2026 Present
Other Businesses

1) Miles Kilstofte (self employed) - 4520 Wilshire Blvd., STE 201 Los Angeles, CA 90010; Investment related; Insurance sales & services; Independent Producer; Start date 12/31/2017; 10 hrs/mnth; 8 hrs/mnth during trading. 2) KILSTOFTE & ASSOCIATES, INC.; 219 S. Tower Dr., A, Beverly Hills CA 90211; Start Date 1/1/2023; Owner; Tax and banking entity only. Not for use with the general public; 5 hrs/mo; 0 hrs/mo during trading; NIR 3)Miles Kilstofte; 1333 Stradella Rd, Los Angeles CA 90077; Start Date 8/4/2025; Bandmember/songwriter/musician; Writing, Recording and Performing music; 10 hrs/mo; 0 hrs/mo during trading; NIR 4) Surety Investment Services; 4520 Wilshire Blvd, Ste 201 Los Angeles CA 90010; Start Date 1/1/2026; Business Development Manager; Assist with the recruitment of advisors to the office as well as assist in managing the office and refining business practices for associated representatives; 10 hrs/mo; 10 hrs/mo during trading; IR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-12
S63 Uniform Securities Agent State Law Examination 2011-10-27
  • S65 Uniform Investment Adviser Law Examination
    2012-12-12
  • S63 Uniform Securities Agent State Law Examination
    2011-10-27
Designations

View on SEC IAPD

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