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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-18 |
| CO | RA | APPROVED | 2022-06-28 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
385 Inverness Pkwy., Suite 340, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hattig Financial | Denver | CO | 07/2008 | 01/2019 |
| Planmember Securities Corporation | Carpinteria | CA | 12/2008 | 01/2019 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2019 | Present |
| Hattig Financial | Longmont | CO | 01/2019 | 08/2020 |
| Mcnerney Financial | Engelwood | CO | 03/2009 | Present |
1) McNerney Financial; 385 Inverness Pkwy Suite 340, Englewood CO 80112; Start Date 3/2009; President; Securities and insurance sales and service; 160 hr/mo; 32 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-19 |
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