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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-07 |
Branch Locations
28924 S. Western Ave., Suite 213, Rancho Palos Verdes, CA 90275 • 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 |
|---|---|---|---|---|
| Palos Verdes High School | Palos Verdes Estates | CA | 09/2015 | 06/2019 |
| Syracuse University | Syracuse | NY | 08/2019 | 06/2022 |
| Deloitte | Los Angeles | CA | 09/2022 | 10/2023 |
| Na - Unemployed | Los Angeles | CA | 10/2023 | 03/2024 |
| Mccallister Financial Group | Rancho Palos Verdes | CA | 04/2024 | 05/2025 |
| Mccallister Financial Group | Rancho Palso Verdes | CA | 05/2025 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 05/2025 | Present |
| Palos Verdes Practice Management | Rancho Palos Verdes | CA | 03/2024 | Present |
1) McCallister Financial Group-28924 S. Western Ave. , Suite 213, Rancho Palos Verdes, CA 90275; Investment related; Sales & svcs of advisory products, insurance/annuities sales & svcs; Financial Advisor; Start date 5/2025; 40 hrs/mnth; 10 hrs/mnth during trading. 2) Palos Verdes Practice Management-28924 S. Western Ave. , Suite 213, Rancho Palos Verdes, CA 90275; Noninvestment related; Operational support-payment received from this entity for work done for McCallister Financial Group; Operational alnalyst/support; Start date 3/2024; 40 hrs/mnth; 20 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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