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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-01-21 |
| CA | RA | APPROVED | 2013-12-17 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
315 39Th Ave. Sw, Suite 8, Puyallup, WA 98373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 04/2014 | 09/2016 |
| Matt Sinclair | Santa Barbara | CA | 10/2017 | 01/2019 |
| Planmember Securities Corporation | Carpinteria | CA | 09/2016 | Present |
| Matt Sinclair | Puyallup | WA | 12/2021 | Present |
| Barron Financial Services | Puyallup | WA | 01/2022 | Present |
| Sinclair Real Estate Llc | Peshastin | WA | 03/2025 | Present |
1) Barron Financial Services; 315 39th Ave SW, Suite 8, Puyallup WA 98373; Start date 1/1/2022; Branch Manager and Financial Advisor; Manage the office and staff as well as offer securities and insurance sales and service under the Barron Financial Services name; 160 hrs/mo; 160 hrs/mo during trading; IR 2) Matthew Sinclair; 315 39th Ave SW, Suite 8, Puyallup WA 98373; Start Date 12/27/2021; Insurance Agent; Sell fixed annuities and life insurance products; 160 hrs/mo; 160 hrs/mo during trading; IR 3) Sinclar Real Estate LLC; Peshastin WA 98847; Start Date 03/19/2025; Owner; short-term rental booking on Airbnb and VRBO; 10 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-12 |
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