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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-24 |
| CA | RA | APPROVED | 2022-02-07 |
Branch Locations
15428 Civic Drive, Suite 200, Victorville, CA 92392 • 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 |
|---|---|---|---|---|
| Azusa Pacific University | Azusa | CA | 08/2013 | 12/2016 |
| Jaramillo Financial & Insurance Services | Victorville | CA | 01/2017 | 03/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2018 | 03/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 03/2022 | Present |
| Jaramillo Financial & Insurance Services | Victorville | CA | 03/2022 | Present |
1) Jaramillo Financial and Insurance Services-15428 Civic Drive, Suite 200; Victorville, CA 92392; Investment related; Securities and financial planning sales & services; Start date 3/22; Vice President, Financial Advisor, Vice President; 160-180 hrs/mnth; 60 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-02 |
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