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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-08
CA RA APPROVED 2020-11-17
  • TX RA
    APPROVED
    Since 2021-12-08
  • CA RA
    APPROVED
    Since 2020-11-17

Branch Locations

77-933 Las Montanas Rd., Suite 102, Palm Desert, CA 92211 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
La Quinta Resort & Club Pga West La Quinta CA 11/2009 08/2017
Rooney Group Inc. Dba Teacher's Tax Service Rancho Mirage CA 08/2017 06/2018
Rooney Group Inc. Dba Teacher's Tax Service Rancho Mirage CA 06/2018 Present
Planmember Securities Corporation Carpinteria CA 06/2018 Present
Patrick Anabu (Self Employed Dj) La Quinta CA 01/2007 Present
Poa Capital, Inc. Sacramento CA 01/2025 Present
Fbc Model Plan Palm Desert CA 02/2025 Present
Teachers Tax & Investment Palm Desert CA 12/2025 Present
  • 11/2009 → 08/2017
    La Quinta Resort & Club Pga West
    La Quinta, CA
  • 08/2017 → 06/2018
    Rooney Group Inc. Dba Teacher's Tax Service
    Rancho Mirage, CA
  • 06/2018 → Present
    Rooney Group Inc. Dba Teacher's Tax Service
    Rancho Mirage, CA
  • 06/2018 → Present
    Carpinteria, CA
  • 01/2007 → Present
    Patrick Anabu (Self Employed Dj)
    La Quinta, CA
  • 01/2025 → Present
    Poa Capital, Inc.
    Sacramento, CA
  • 02/2025 → Present
    Fbc Model Plan
    Palm Desert, CA
  • 12/2025 → Present
    Teachers Tax & Investment
    Palm Desert, CA
Other Businesses

1) Rooney Group Inc. dba Teacher's Tax Service-77-933 Las Montanas Rd., Suite 102, Palm Desert, CA 92211; Investment related; Tax preparation and securities sales & services and insurance; Client Services Rep; Start date 6/18; 160 hrs/mnth & during trading. 2) Patrick O. Anabu (self employed)-79405 Hwy. 111, Ste 9-152; La Quinta, CA 92253; Noninvestment related; DJ Service; Owner/Sole proprietor; Start date 1/07; 40 hrs/mnth; 0 hrs/mnth during trading. 3) POA Capital Inc.; 2108 N St., Ste. N, Sacramento CA 95816; Start Date 1/23/2025; President; Pass-through entity for tax purposes; 10 hrs/mo; 2 hrs/mo during trading; NIR 4) FBC Model Plan; 77-933 Las Montanas Rd., Suite 102, Palm Desert, CA 92211; Start Date 2/7/2025; FBC Authorized Financial Advisor; A DBA entity for insurance and securities sales/services to participants in the FBC (Fringe Benefits Consortium); 100 hrs/mo; 5 hrs/mo during trading; IR 5)Teachers Tax & Investment; 77-933 Las Montanas Rd., Suite 102, Palm Desert CA 92211; Start Date 12/2/2025; Tax Preparer/Financial Advisor; Tax preparation as well as securities and insurance sales and service; 160 hrs/mo; 120 hrs/mo during trading; IR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-17
S63 Uniform Securities Agent State Law Examination 2018-11-13
  • S65 Uniform Investment Adviser Law Examination
    2020-11-17
  • S63 Uniform Securities Agent State Law Examination
    2018-11-13
Other Names
  • Patrick Anabu

View on SEC IAPD

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