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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| VA | RA | APPROVED | 2020-07-02 |
Branch Locations
420 W. Jubal Early Drive, Suite #202, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target Distribution Center | Chambersburg | PA | 04/2013 | 08/2021 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2018 | Present |
| Old Dominion Insurance And Investments | Winchester | VA | 01/2018 | Present |
| Whetzel's Landscaping & Handyman | Martinsburg | WV | 06/2010 | Present |
1) Old Dominion Insurance and Investments-420 W. Jubal Early Dr , Ste. 202, Winchester, VA 22601; Investment related; Securities sales & svcs; Advisor; Start date 1/18; 80 hrs/mnth & during trading. 2) Whetzels Landscaping & Handyman-1032 Aztec Dr, Martinsburg, WV 25405; Noninvestment related; Handyman business; Owner; Start date 6/10; 100 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-26 |
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