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Planmember Securities Corporation CRD 11869
$10.1B regulatory AUM 125 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
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 | 01/2026 | Present |
| Kaliber Labs, Inc. | San Francisco | CA | 02/2015 | 10/2018 |
| Ondaka Inc. | Mountain View | CA | 10/2018 | 12/2020 |
| Unspun, Inc. | San Francisco | CA | 02/2021 | 03/2022 |
| Eli Sakov (Self Employed) | Berkeley | CA | 10/2018 | Present |
| Aurora Innovation | Pittsburgh | PA | 03/2023 | 06/2025 |
| Better Leads, Inc. | Berkeley | CA | 06/2025 | Present |
| Eli Sakov (Self Employed) | Berkeley | CA | 08/2018 | Present |
| Edgewater Insurance Solutions Llc | Pacifica | CA | 01/2026 | Present |
1)Eli Sakov (self-employed)-1510 Ashby Ave., Berkeley, CA 94703; Investment related; Insurance sales & svcs; Licensed Insurance Producer; Start date 10/2018; 8 hrs/mnth & during trading. 2) Better Leads Inc.-1510 Ashby Ave., Berkeley, CA 94703; Noninvestment related; Founder & Operator of software company designed to develop software that will help identify insurance leads, analyze data & manage customer meetings; Founder & Operator; Start date 6/2025; 15 hrs/mth; 10 hrs/mnth during trading. 3) Eli Sakov (self-employed)-1510 Ashby Ave., Berkeley, CA 94703; Noninvestment related; consult on software for data analysis, data integration, CRM integration; Principal/Consultant; Start date 8/2018; 10 hrs/mnth; 8 hrs/mnth during trading. 4) Edgewater Insurance Solutions LLC-11 Humboldt Ct., Pacifica, CA 94044-4443; Noninvestment related; IT/Technology/Communications assistance as well as sales and service of insurance products; Independent Consultant/Agent; Start date 1/2026; 5 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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