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Kyle Thomas Boeckmann

Planmember Securities Corporation

Carpinteria, CA

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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-19
  • CA RA
    APPROVED
    Since 2022-07-19

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • 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
Sprouts Farmers Market La Quinta CA 05/2015 01/2020
Planmember Securities Corporation Carpinteria CA 03/2020 Present
Csu San Bernardino Palm Desert CA 09/2016 06/2019
  • 05/2015 → 01/2020
    Sprouts Farmers Market
    La Quinta, CA
  • 03/2020 → Present
    Planmember Securities Corporation
    Carpinteria, CA
  • 09/2016 → 06/2019
    Csu San Bernardino
    Palm Desert, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-18
S63 Uniform Securities Agent State Law Examination 2020-06-26
  • S66 Uniform Combined State Law Examination
    2022-07-18
  • S63 Uniform Securities Agent State Law Examination
    2020-06-26

View on SEC IAPD

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