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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-06 |
Branch Locations
South Jordan, UT • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Newark | NJ | 03/2000 | 11/2024 |
| Prudential Insurance Company Of America | Newark | NJ | 03/2000 | 11/2024 |
| Principal Securities, Inc. | Fresno | CA | 12/2024 | 06/2025 |
| Principal Life Insurance Company | Fresno | CA | 11/2024 | 06/2025 |
| National Life Group | South Jordan | UT | 07/2025 | 08/2025 |
| Equity Services, Inc. | South Jordan | UT | 08/2025 | 08/2025 |
| Massmutual Life Insurance Co | Lehi | UT | 09/2025 | 06/2026 |
| Mml Investors Services, Llc | Lehi | UT | 09/2025 | 06/2026 |
| Wealth Management Cpas, Llc | Salt Lake City | UT | 07/2026 | 07/2026 |
| Wealth Management Insurance Solutions, Llc | Salt Lake City | UT | 06/2026 | 07/2026 |
| Esi Financial Advisors | South Jordan | UT | 08/2025 | 08/2025 |
| Cambridge Financial | South Jordan | UT | 06/2025 | 08/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-19 |
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