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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 11/2019 | Present |
| Gentry Financial Group | Tyler | TX | 07/2019 | Present |
| Financial U | Mcdonough | GA | 07/2019 | 08/2023 |
| Trend Hr | Rockwall | TX | 10/2017 | 06/2019 |
| Unemployed | Lewisville | TX | 06/2017 | 10/2017 |
| University Of Alabama Graduate School | Tuscaloosa | AL | 08/2016 | 05/2017 |
| Gentry Wealth Management | Tyler | TX | 04/2025 | Present |
1) Gentry Financial Group-4297 Kinsey Dr, Tyler, TX 75703; Investment related; Third party administrator of voluntary insurance products at Texas schools; Agent; Start date 7/19; 10 hrs/mnth & during trading. 2) Gentry Wealth Management; 4297 Kinsey Drive, Tyler TX 75701; Start Date 4/21/2025; Advisor/Managing Partner; Conducting business as a financial advisor and managing the operations of the business; 120 hrs/mo; 120 hrs/moduring trading; IR 3) DanFam Financial LLC; 4297 Kinsey Dr, Tyler TX 75703; Start Date 4/15/2026; Owner; Tax and banking entity created to capture corporate tax advantages; 2 hrs/mo; 0 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-10 |
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