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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-03
CO RA APPROVED 2025-09-19
  • TX RA
    APPROVED
    Since 2026-06-03
  • CO RA
    APPROVED
    Since 2025-09-19

Branch Locations

8191 Southpark Ln., # 113, Littleton, CO 80120 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • 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
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
  • 05/2016 → 09/2016
    Watermont Swim Club
    Elkridge, MD
  • 09/2016 → 05/2017
    Howard High School
    Columbia, MD
  • 05/2017 → 08/2017
    Na-Unemployed
    Parker, CO
  • 08/2017 → 05/2018
    Ponderosa High School
    Parker, CO
  • 05/2018 → 08/2018
    Arcis Golf
    Parker, CO
  • 08/2018 → 05/2019
    Ponderosa High School
    Parker, CO
  • 05/2019 → 09/2019
    Arcis Golf
    Parker, CO
  • 09/2019 → 04/2020
    Arapahoe Community College
    Littleton, CO
  • 04/2020 → 09/2020
    Colorado Golf Club
    Parker, CO
  • 09/2020 → 05/2021
    Arapahoe Community College
    Littleton, CO
  • 05/2021 → 08/2021
    Arcis Golf
    Parker, CO
  • 08/2021 → 05/2022
    Grand Canyon University
    Phoenix, AZ
  • 05/2022 → 08/2022
    Colorado Golf Club
    Parker, CO
  • 05/2022 → 08/2022
    Craig Vankirk
    Parker, CO
  • 08/2022 → 05/2023
    Grand Canyon University
    Phoenix, AZ
  • 05/2023 → 10/2024
    Realton Rev Llc
    Parker, CO
  • 10/2024 → 05/2025
    Future Financial
    Parker, CO
  • 05/2025 → 08/2025
    Tactical Financial Solutions
    Littleton, CO
  • 08/2025 → 11/2025
    Tactical Financial Solutions
    Littleton, CO
  • 08/2025 → 11/2025
    Carpinteria, CA
  • 11/2025 → Present
    Carpinteria, CA
  • 11/2025 → Present
    Tactical Financial Solutions
    Littleton, CO
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-15
S65 Uniform Investment Adviser Law Examination 2025-05-06
  • S63 Uniform Securities Agent State Law Examination
    2025-07-15
  • S65 Uniform Investment Adviser Law Examination
    2025-05-06

View on SEC IAPD

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