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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
Branch Locations
34188 Pacific Coast Hwy, Suite D, Dana Point, CA 92629 • 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 | 05/2026 | Present |
| Highmark Financial Solutions Group | Dana Point | CA | 05/2026 | Present |
| Highmark Insurance Solutions | Dana Point | CA | 03/2026 | Present |
| Highmark Administration & Consulting | Dana Point | CA | 03/2026 | Present |
| San Clemente United Soccer Club | San Clemente | CA | 08/2025 | Present |
| Highmark Financial Solutions Group | Dana Point | CA | 10/2025 | 03/2026 |
| Grant Thornton | Newport Beach | CA | 01/2023 | 07/2025 |
| Na-Unemployed | San Clemente | CA | 06/2022 | 01/2023 |
| Cal Poly State University-Student Services | San Luis Obispo | CA | 03/2020 | 05/2022 |
| Flourhouse | San Luis Obispo | CA | 01/2020 | 03/2020 |
| Cal Poly State University | San Luis Obispo | CA | 09/2018 | 03/2022 |
| Na-Unemployed | San Clemente | CA | 06/2018 | 09/2018 |
| San Clemente High School | San Clemente | CA | 09/2014 | 06/2018 |
1) Highmark Financial Solutions Group-Pacific Coast Hwy., Ste. D, Dana Point, CA 92629; Investment related; Schedule meetings, summarization of meetings & general administrative support; Client Services Coordinator/Non-Producing Licensed Sales Assistant; Start date 5/2026; 30 hrs/mnth; 25 hrs/mnth during trading. 2) Highmark Insurance Solutions-Pacific Coast Hwy., Ste. D, Dana Point, CA 92629; Investment related; Sales of insurance products & fixed annuities; Sales Associate; Start date 3/2026; 10 hrs/mnth & during trading. 3) Highmark Administration & Consulting-Pacific Coast Hwy., Ste. D, Dana Point, CA 92629; Investment related; General office administrative duties; Client Services Coordinator; Start date 3/2026; 5 hrs/mnth & during trading. 4) San Clemente United Soccer Club-501 North El Camino Real, Ste. 214; San Clemente, CA 92672; Noninvestment related; Coach soccer for club team & provide private soccer training; Assistant Soccer Coach & Private Soccer Trainer; Start date 8/2025; 20 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-28 |
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