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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-27 |
Branch Locations
301 9Th Street, Suite 221, Redlands, CA 92374 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
830 East Santa Clara Street, Ventura, CA 93001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hien Huynh Market And Brokerage Firm | Redlands | CA | 11/2013 | Present |
| Parsonex Insurance Agency | Englewood | CO | 09/2015 | 01/2018 |
| Parsonex Securities, Inc | Englewood | CO | 01/2016 | 01/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 02/2018 | Present |
| Team Advisors | Redlands | CA | 02/2018 | Present |
| Hien Healthy Co-Op | Redlands | CA | 01/2016 | Present |
| Estate Documents Pro, Llc | Redlands | CA | 02/2018 | Present |
1) Team Advisors-301 9th Street Suite 221, Redlands, CA 92374; Investment Related; Securities & Insurance Sales; Financial Advisor/Representative; Start date 2/2018; 160 hrs/mnth & during trading. 2) Hien Huynh Market and Brokerage Firm- PO Box 9502, Redlands, CA 92375; Noninvestment related; Design of marketing materials, logos, print apparel, product placement; Sole Proprietor; Start date 11/2013; 10 hrs/mnth; 4 hrs/mnth during trading. 3) Hien Healthy Co-op-PO Box 9502, Redlands, CA 92375; Noninvestment related; Start date 1/2016; Community-based co-op that partners with local farmers and companies for the most beneficial organic and sustainable products; Coordinator; Start date 1/2016; 15 hrs/mnth; 0 hrs/mnth during trading. 4) Estate Documents Pro, LLC-301 9th Street Suite 221, Redlands, CA 92374; Noninvestment related; Provide living trusts for families by introducing a software solution; Licensee; Start date 2/2018; 4 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-20 |
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