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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-09 |
Branch Locations
8178 Lark Brown Rd. Ste. 201, Elkridge, MD 21075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 01/2025 | Present |
| Paladin Advisor Group | Elkridge | MD | 01/2025 | 05/2025 |
| Joshua Whaley (Self Employed) | Stevensville | MD | 09/2023 | Present |
| Capital One Financial | Mclean | VA | 08/2021 | 11/2023 |
| Aerotek, Inc. | Columbia | MD | 07/2016 | 08/2021 |
| Paladin Advisor Group | Elkridge | MD | 05/2025 | Present |
1) Paladin Advisor Group; 8178 Lark Brown Rd., Ste. 201, Elkridge, MD 21075; Start date 5/9/2025; Registered Representative; Sales & service of securities & insurance products; 120 hrs/mnth & during trading; IR 2) Joshua Whaley/Coldwell Banker-101 Harford Road, Stevensville, MD 21666; Noninvestment related; Real Estate sales & svcs; Real Estate Agent/Realtor; Start date 9/2023; 40 hrs/mnth; 20 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-24 |
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