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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-08 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-13 |
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