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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED_RES | 2026-06-17 |
Branch Locations
1011 Camino Del Rio South Ste 550, San Diego, CA 92108 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meyers Financial Group | Irvine | CA | 09/1977 | Present |
| Crown Capital Securities, L.P. | Lake Forest | CA | 07/1999 | 01/2021 |
| Woodbury Financial Services Inc | Irvine | CA | 01/2021 | 05/2022 |
| Westpark Capital, Inc. | Irvine | CA | 05/2022 | 06/2026 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2026 | Present |
| Mpd Wealth | San Diego | CA | 06/2026 | Present |
1) Meyers Financial Group-4 Shoreline, Irvine, CA 92614; Investment related; Securities & insurance sales & svcs; President; Start date 9/1977; 160 hrs/mnth; 120 hrs/mnth during trading. 2) MPD Wealth-1011 Camino Del Rio South, Ste 550, San Diego, CA 92108; Investment related; Securities & insurance sales & svcs; Financial Advisor; Start date 3/2026; 20 hrs/mnth; 4 hrs/mnth during trading. 3) Women of Temple Bat Yahm-1011 Camelback St., Newport Beach, CA 92660; Noninvestment related; Attend monthly meetings & provide input as well as vote; Board Member; Start date 4/1990; 2 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-03 |
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