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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-04
  • CA RA
    APPROVED
    Since 2025-11-04

Branch Locations

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
Planmember Securities Corporation Carpinteria CA 06/2025 Present
Central Plateau Cleanup Company Richland WA 07/2024 11/2024
Prime Lending Richland WA 05/2023 07/2024
Westmont College Santa Barbara CA 08/2021 05/2025
Richland High School Richland WA 09/2017 06/2021
Carmichael Middle School Richland WA 09/2015 07/2021
  • 06/2025 → Present
    Carpinteria, CA
  • 07/2024 → 11/2024
    Central Plateau Cleanup Company
    Richland, WA
  • 05/2023 → 07/2024
    Prime Lending
    Richland, WA
  • 08/2021 → 05/2025
    Westmont College
    Santa Barbara, CA
  • 09/2017 → 06/2021
    Richland High School
    Richland, WA
  • 09/2015 → 07/2021
    Carmichael Middle School
    Richland, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-04
  • S65 Uniform Investment Adviser Law Examination
    2025-11-04

View on SEC IAPD

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