David Daniel Mares

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2014-08-19

TX RA
APPROVED

Since 2014-08-19

Branch Locations

Grand Prairie, TX • United States

Austin, TX • United States

3663 North Sam Houston Pkwy East, Suite 600, Houston, TX 77032 • 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

Organization	City	State	From	To
Planmember Securities Corporation	Carpinteria	CA	06/2014	Present
Texas Infinite Wealth Planners	Houston	TX	05/2014	01/2018
Self Employed	Grand Prairie	TX	06/2014	Present
Moeybea Wealth Management Dba Lone Star Financial	Grand Prairie	TX	01/2018	Present
Amazon	Coppell	TX	11/2018	07/2019

06/2014 → Present

Planmember Securities Corporation

Carpinteria, CA
05/2014 → 01/2018

Texas Infinite Wealth Planners

Houston, TX
06/2014 → Present

Self Employed

Grand Prairie, TX
01/2018 → Present

Moeybea Wealth Management Dba Lone Star Financial

Grand Prairie, TX
11/2018 → 07/2019

Amazon

Coppell, TX

Other Businesses

1) Moeybea Wealth Management DBA Lone Star Financial-2342 Dartmouth Drive Grand Prairie TX 77052; Start Date 1/22/2018; REPRESENTATIVE; Securities and Insurance Sales and Service; 80 HRS/MNTH; 80 HRS/MNTH DURING TRADING; IR 2) DAVID D. MARES (SELF EMPLOYED)-2342 Dartmouth Drive, GRAND PRAIRIE, TX 75052; INVESTMENT RELATED; INSURANCE SALES & SVCS; INDEPENDENT AGENT; START DATE 6/14; 80 HRS/MNTH; 0 HRS/MNTH DURING TRADING.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-07

S66 Uniform Combined State Law Examination

2014-08-07

View on SEC IAPD