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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
| CO | RA | APPROVED | 2025-09-19 |
Branch Locations
8191 Southpark Ln., # 113, Littleton, CO 80120 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Watermont Swim Club | Elkridge | MD | 05/2016 | 09/2016 |
| Howard High School | Columbia | MD | 09/2016 | 05/2017 |
| Na-Unemployed | Parker | CO | 05/2017 | 08/2017 |
| Ponderosa High School | Parker | CO | 08/2017 | 05/2018 |
| Arcis Golf | Parker | CO | 05/2018 | 08/2018 |
| Ponderosa High School | Parker | CO | 08/2018 | 05/2019 |
| Arcis Golf | Parker | CO | 05/2019 | 09/2019 |
| Arapahoe Community College | Littleton | CO | 09/2019 | 04/2020 |
| Colorado Golf Club | Parker | CO | 04/2020 | 09/2020 |
| Arapahoe Community College | Littleton | CO | 09/2020 | 05/2021 |
| Arcis Golf | Parker | CO | 05/2021 | 08/2021 |
| Grand Canyon University | Phoenix | AZ | 08/2021 | 05/2022 |
| Colorado Golf Club | Parker | CO | 05/2022 | 08/2022 |
| Craig Vankirk | Parker | CO | 05/2022 | 08/2022 |
| Grand Canyon University | Phoenix | AZ | 08/2022 | 05/2023 |
| Realton Rev Llc | Parker | CO | 05/2023 | 10/2024 |
| Future Financial | Parker | CO | 10/2024 | 05/2025 |
| Tactical Financial Solutions | Littleton | CO | 05/2025 | 08/2025 |
| Tactical Financial Solutions | Littleton | CO | 08/2025 | 11/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 08/2025 | 11/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2025 | Present |
| Tactical Financial Solutions | Littleton | CO | 11/2025 | Present |
1)Tactical Financial Solutions- 8191 Southpark Lane, Littleton, CO 80121; Investment related; Securities & insurance sales & svcs; Financial Advisor & Insurance Agent; Start date 11/2025; 160 hrs/mnth & during trading. 2) Helios Visionary LLC-6957 Steeple Ct., Parker, CO 80134; Noninvestment related; Tax entity; Owner; Start date 1/2023; 1 hr/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
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