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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-09-01
  • CA RA
    APPROVED
    Since 2009-09-01

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

1902 Wright Pl., 2Nd Floor, Carlsbad, CA 92008 • 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 08/2009 Present
Atterbury Investment Management, Inc. Carlsbad CA 02/2016 Present
Mpd Wealth San Diego CA 07/2024 Present
Fbc Model Plan Carlsbad CA 07/2024 Present
  • 08/2009 → Present
    Carpinteria, CA
  • 02/2016 → Present
    Atterbury Investment Management, Inc.
    Carlsbad, CA
  • 07/2024 → Present
    Mpd Wealth
    San Diego, CA
  • 07/2024 → Present
    Fbc Model Plan
    Carlsbad, CA
Previous Registrations
  • 2006-08-21 → 2009-10-07
    Rancho Cucamonga, CA
    Fort Mill, SC
    Rancho Cucamonga, CA
  • 2000-12-28 → 2006-08-22
    Banc Of America Investment Services, Inc.
    Riverside, CA
    Riverside, CA
    Upland, CA
Other Businesses

1) Atterbury Investment Management, Inc; 1902 Wright Pl., 2nd Floor, Carlsbad, CA 92008; Start Date: 2/16/2017; President; Nature of Bus: financial services including securities and insurance which includes fixed, long term care and disability; IR; Approx. Number of Hours/Month Devoted to this Business: 160; Approx. Number of Hours/Month Devoted to this Business during trading hours: 160 2) MUSICAL BAND; 1902 Wright Pl., 2nd Floor, Carlsbad, CA 92008; START DATE: 03/2006; BAND LEADER;16 HRS/MO; 0 HRS/MO DURING TRADING; 3) MPD WEALTH; 1011 Camino Del Rio S. Ste 550, San Diego CA 92108; Start Date 07/24/2024; Agent; MPD Wealth is a DBA entity for insurance and securities sales/svcs including PlanMember Securities Corp. securities related business, products and services and is used to engage clients under the FBC. Clients not involved with the FBC to be engaged under Atterbury Investment Management Inc.; 10 hrs/mo 10 hrs/mo during trading; IR 4) FBC MODEL PLAN; 1902 Wright Pl Suite 200, Carlsbad CA 92108; Start Date 07/24/2024; Agent; FBC Model Plan is a DBA entity for insurance and securities sales/svcs including PlanMember Securities Corp. securities related business, products and services and is used to engage clients under the FBC. Clients not involved with the FBC to be engaged under Atterbury Investment Management Inc.; 10 hrs/mo; 10 hrs/mo during trading; IR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-16
S63 Uniform Securities Agent State Law Examination 1993-10-01
  • S65 Uniform Investment Adviser Law Examination
    1995-10-16
  • S63 Uniform Securities Agent State Law Examination
    1993-10-01
Other Names
  • Clark Kent Atterbury
  • Clark Atterbury

View on SEC IAPD

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