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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-24
CA RA APPROVED 2020-12-18
  • TX RA
    APPROVED
    Since 2024-09-24
  • CA RA
    APPROVED
    Since 2020-12-18

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

6320 Canoga Ave., Suite 1561, Woodland Hills, CA 91367 • 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
Aaron Barlev & Co. Woodland Hills CA 06/2007 Present
Aaron Barlev Woodland Hills CA 07/2008 09/2018
Planmember Securities Corporation Carpinteria CA 09/2018 Present
Frida Valijan Dba Liber T Co. Woodland Hills CA 04/2019 Present
  • 06/2007 → Present
    Aaron Barlev & Co.
    Woodland Hills, CA
  • 07/2008 → 09/2018
    Aaron Barlev
    Woodland Hills, CA
  • 09/2018 → Present
    Carpinteria, CA
  • 04/2019 → Present
    Frida Valijan Dba Liber T Co.
    Woodland Hills, CA
Other Businesses

1) Aaron Barlev & Co-22171 Marylee St, Woodland Hills, CA 91367; Investment related; Tax and accounting services; Bookkeeper/Independent Contractor; Start date 6/07; 80 hrs/mnth & during trading. 1) Frida Valijan DBA Liber T Co. (self-employed)- 6320 Canoga Ave. Suite 1561, Woodland Hills, CA 91367; Noninvestment related; Accounting & Bookkeeping; Bookkeeper/Owner; Start date 4/19; 50 hrs/mnth; 40 hrs/mnth during trading. 3) State of California - In-home Supportive Services-PO Box 1717, West Sacramento, CA 95691; Noninvestment related; In-home care for disabled individuals; Employee; Start date 10/02; 130 hrs/mnth; 4 hrs/mnth during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-18
S63 Uniform Securities Agent State Law Examination 2019-07-26
  • S65 Uniform Investment Adviser Law Examination
    2020-12-18
  • S63 Uniform Securities Agent State Law Examination
    2019-07-26

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