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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-14 |
| CA | RA | APPROVED | 2009-01-23 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2007 | 01/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2022 | Present |
Thousand Oaks High School Lancer Baseball Booster Club; 2323 North Moorpark Road, Thousand Oaks CA 91360; Start Date 9/8/2025; Treasurer; Receive and deposit funds, pay bills, and ensure accurate recordkeeping of receipts and reimbursements; 4 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-03 |
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