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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-27 |
| OH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-10 |
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