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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-22 |
| CA | RA | APPROVED | 2012-12-06 |
Branch Locations
1583 Spinnaker Drive, Suite 212, Ventura, CA 93001 • 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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 06/2016 | Present |
| Randy Patrick (Self Employed) | Ventura | CA | 06/2016 | Present |
| Mindful Wealth Planners, Llc | Ventura | CA | 01/2021 | Present |
| Mindful Wealth Insurance Solutions | Ventura | CA | 04/2021 | Present |
| Randall Patrick | Ventura | CA | 04/2023 | Present |
1) Randy Patrick (self employed) - 3013 Harbor Blvd, Ventura, CA 93001; Investment related; Insurance (fixed annuities & life insurance) sales & svcs; Financial Agent; Start date 7/1/2016; 10 hrs/mnth (initially); hrs/mnth during trading unknown at this time (first-time agent). 2)Mindful Wealth Planners LLC DBA Mindful Wealth Insurance Solutions; 3013 Harbor Blvd Ventura CA 93001; start date 1/6/2021; Partner/Agent; Insurance and Securities Sales and Service, insurance sales to be conducted under Mindful Wealth Insurance Solutions; 160 hrs/mo; 80 hrs/mo during trading; IR 3)Randall Patrick; Harbor Blvd, Ventura CA 93001; Start date 4/15/2023; owner; rent condo; 2 hrs/mo' 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-17 |
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