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Lucas Ray Poteet

Monarch Wealth Strategies

Santa Barbara, CA

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Current Employers
Monarch Wealth Strategies

222 East Carillo Street Suite 208, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-03
  • CA RA
    APPROVED
    Since 2025-07-03

Branch Locations

222 E. Carrillo St., Suite 208, Santa Barbara, CA 93101 • 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
Monarch Wealth Strategies Santa Barbara CA 05/2025 Present
Raytheon Santa Barbara CA 08/2023 05/2025
University Of California Santa Barbara CA 09/2018 06/2023
Full Time Student Modesto CA 06/2015 06/2018
Jack In The Box Modesto CA 05/2018 09/2018
Ucsb Associated Students Goleta CA 10/2019 03/2020
The Arbor Store Ucsb Goleta CA 03/2019 06/2019
Jack In The Box Modesto CA 07/2019 09/2019
Miller Family Wine Company Santa Maria CA 07/2022 10/2022
  • 05/2025 → Present
    Monarch Wealth Strategies
    Santa Barbara, CA
  • 08/2023 → 05/2025
    Raytheon
    Santa Barbara, CA
  • 09/2018 → 06/2023
    University Of California
    Santa Barbara, CA
  • 06/2015 → 06/2018
    Full Time Student
    Modesto, CA
  • 05/2018 → 09/2018
    Jack In The Box
    Modesto, CA
  • 10/2019 → 03/2020
    Ucsb Associated Students
    Goleta, CA
  • 03/2019 → 06/2019
    The Arbor Store Ucsb
    Goleta, CA
  • 07/2019 → 09/2019
    Jack In The Box
    Modesto, CA
  • 07/2022 → 10/2022
    Miller Family Wine Company
    Santa Maria, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-02
  • S65 Uniform Investment Adviser Law Examination
    2025-06-02

View on SEC IAPD

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PLANMEMBER SECURITIES CORPORATION

Other Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON
John Spruill
MONICA T WILLIAMS
Josh N Macaluso
Richard J Marcellin
Timothy Emmanuel Jou

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

More in Santa Barbara, CA

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