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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-04 |
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