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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-11 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Raintree Corporate Center Iv 8888 East Raintree Drive, Suite 157, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Airlines | Fort Worth | TX | 09/2015 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 02/2025 | Present |
1) American Airlines-4333 Amon Carter Blvd., Fort Worth, TX 76155; Noninvestment related; Airline - software platform administrator; Sr. IT Systems Engineer; STart date 9/2015; 160 hrs/mnth; approx. 120 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-31 |
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