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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
6780 N. West Ave., Suite 101A, Fresno, CA 93711 • 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 |
|---|---|---|---|---|
| California Teaching Fellows Foundation | Fresno | CA | 08/2016 | 02/2017 |
| Pacific Dental Imaging | Freno | CA | 02/2017 | 08/2019 |
| San Juaquin Valley College | Fresno | CA | 08/2019 | 02/2020 |
| San Juaquin Valley College | Fresno | CA | 02/2020 | 04/2020 |
| Na-Unemployed | Fresno | CA | 08/2021 | 10/2021 |
| California Teaching Fellows Foundation | Fresno | CA | 07/2020 | 06/2021 |
| Csm | Fresno | CA | 06/2021 | 08/2021 |
| Fowler Unified School District | Fresno | CA | 10/2021 | 03/2024 |
| Fresno Unified School District | Fresno | CA | 01/2022 | 03/2024 |
| New York Life | Fresno | CA | 03/2024 | 06/2025 |
| Agape Planning Partners | Fresno | CA | 06/2025 | Present |
| Planmember Scurities Corporation | Carpinteria | CA | 06/2025 | Present |
1) Agape Planning Partners-6780 N. West Ave. , Suite 101A, Fresno, CA 93711; Investment related; Securities sales & svcs; Financial Advisor; Start date 7/2025; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-03 |
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