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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
4200 S. Hulen St., Suite 533, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Na - Unemployed | Nochistlan | 01/2014 | 03/2021 | |
| Valerie Webber Insurance Agency | Fort Worth | TX | 01/2022 | 12/2022 |
| Penwell Treta Wealth Management | Fort Worth | TX | 04/2021 | 03/2024 |
| Penwell Treta Wealth Management | Fort Worth | TX | 03/2024 | 08/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 03/2024 | 08/2025 |
| Stephanie Horst Cpa Pc | Fort Worth | TX | 04/2023 | 07/2025 |
| Mireya Jimenez (Self Employed) | Burleson | TX | 04/2023 | Present |
| Penwell Treta Wealth Management | Fort Worth | TX | 08/2025 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2025 | Present |
1) Penwell Treta Wealth Management- 4200 S. Hulen St., Ste. 533, Fort Worth, TX 76109; Investment related; Securities & insurance sales & svcs; Financial Advisor/Insurance Agent; Start date 8/2025; 160 hrs/mnth; 130 hrs/mnth during trading. 2) Mireya Jimenez (self employed)-1433 Coulter Rd, Burleson, TX 76028; Noninvestment related; Sales & svcs of Medicare, Life & healthcare Insurance ; Agent; Start date 4/2023; 5 hrs/mnth; 2 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-23 |
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