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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-24 |
| CA | RA | APPROVED | 2020-12-18 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
6320 Canoga Ave., Suite 1561, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-26 |
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