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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-02-27
  • CA RA
    APPROVED
    Since 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

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
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
  • 11/2013 → Present
    Hien Huynh Market And Brokerage Firm
    Redlands, CA
  • 09/2015 → 01/2018
    Parsonex Insurance Agency
    Englewood, CO
  • 01/2016 → 01/2018
    Parsonex Securities, Inc
    Englewood, CO
  • 02/2018 → Present
    Carpinteria, CA
  • 02/2018 → Present
    Team Advisors
    Redlands, CA
  • 01/2016 → Present
    Hien Healthy Co-Op
    Redlands, CA
  • 02/2018 → Present
    Estate Documents Pro, Llc
    Redlands, CA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-23
S63 Uniform Securities Agent State Law Examination 2016-01-20
  • S65 Uniform Investment Adviser Law Examination
    2016-10-23
  • S63 Uniform Securities Agent State Law Examination
    2016-01-20

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