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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-27
OH RA APPROVED 2020-10-12
  • TX RA
    APPROVED
    Since 2024-03-27
  • OH RA
    APPROVED
    Since 2020-10-12

Branch Locations

1270 S. Cleveland Massillon Rd., Bldg A, Suite 102, Copley, OH 44321 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93010 • 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
Edward Jones St Louis MO 06/2020 07/2020
Edward Jones Fairlawn OH 08/2019 05/2020
Edward Jones Fairlawn OH 06/2019 08/2019
S&S Wholesale Consulting Bedford OH 05/2018 09/2018
Brunswick Companies Fairlawn Ohio OH 05/2017 08/2017
Rosemont Country Club Fairlawn OH 05/2014 09/2016
Copley High School Copley OH 01/2014 09/2016
Full Time Student Cincinnati OH 10/2016 04/2017
Full Time Student Cincinnati OH 09/2017 04/2018
Full Time Student Cincinnati OH 10/2018 05/2019
1St Responder Financial Advisors Copley OH 08/2020 04/2021
Planmember Securities Corporation Carpinteria CA 08/2020 04/2021
Planmember Securities Corporation Carpinteria CA 04/2021 Present
1St Responder Financial Advisors Copley OH 04/2021 Present
Matthew Kimberly (Self Employed) Akron OH 04/2021 Present
  • 06/2020 → 07/2020
    Edward Jones
    St Louis, MO
  • 08/2019 → 05/2020
    Edward Jones
    Fairlawn, OH
  • 06/2019 → 08/2019
    Edward Jones
    Fairlawn, OH
  • 05/2018 → 09/2018
    S&S Wholesale Consulting
    Bedford, OH
  • 05/2017 → 08/2017
    Brunswick Companies
    Fairlawn Ohio, OH
  • 05/2014 → 09/2016
    Rosemont Country Club
    Fairlawn, OH
  • 01/2014 → 09/2016
    Copley High School
    Copley, OH
  • 10/2016 → 04/2017
    Full Time Student
    Cincinnati, OH
  • 09/2017 → 04/2018
    Full Time Student
    Cincinnati, OH
  • 10/2018 → 05/2019
    Full Time Student
    Cincinnati, OH
  • 08/2020 → 04/2021
    1St Responder Financial Advisors
    Copley, OH
  • 08/2020 → 04/2021
    Carpinteria, CA
  • 04/2021 → Present
    Carpinteria, CA
  • 04/2021 → Present
    1St Responder Financial Advisors
    Copley, OH
  • 04/2021 → Present
    Matthew Kimberly (Self Employed)
    Akron, OH
Other Businesses

1) 1st Responder Financial Advisors-1270 S. Cleveland Massillon Rd, Bldg A, Ste 102, Copley OH 44321; Investment related; Financial and securites sales & svcs, insurance sales & svcs; Agent; Start date 4/2021; 160 hrs/mnth, 140 hrs/mnth during trading. 2) Matthew Kimberly (self employed)-861 Westgrove Rd, Akron, OH 44303; Investment related; Insurance (fixed indexed annuities) sales & svcs; Insurance agent; Start date 4/2021; 3 hrs/mnth & during trading. 3) Kimco Capital Management LLC; 472 Rachel Court, Akron OH 44321; Start date 01/01/2021; Owner/Operator; LLC used to capture corporate tax and banking advantages; 25 hrs/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-10
  • S66 Uniform Combined State Law Examination
    2020-10-10
Designations
Other Names
  • Matthew Alan Kimberly

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