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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-12
  • CA RA
    APPROVED
    Since 2024-03-12

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

1011 Camino Del Rio South Ste 550, San Diego, CA 92108 • 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
Seek Thermal Goleta CA 09/2016 08/2017
Seek Thermal Goleta CA 06/2018 09/2018
True Digital Surgery Goleta CA 01/2020 05/2020
Daylight Solutions San Diego CA 05/2020 05/2023
Shaka Bites Santa Barbara CA 01/2022 Present
Barrett Financial And Investment Services, Inc. San Diego CA 05/2023 03/2024
Mpd Wealth San Diego CA 03/2024 02/2026
Amazon Realty San Diego CA 03/2023 Present
Santa Barbara City College Santa Barbara CA 08/2013 09/2016
University Of California, Riverside Riverside CA 08/2017 06/2018
University Of California, Riverside Riverside CA 09/2018 06/2019
Na-Unemployed Goleta CA 06/2019 01/2020
Fbc Model Plan San Diego CA 01/2025 Present
Mpd Wealth Inc. Dba Mpd Wealth San Diego CA 02/2026 Present
  • 09/2016 → 08/2017
    Seek Thermal
    Goleta, CA
  • 06/2018 → 09/2018
    Seek Thermal
    Goleta, CA
  • 01/2020 → 05/2020
    True Digital Surgery
    Goleta, CA
  • 05/2020 → 05/2023
    Daylight Solutions
    San Diego, CA
  • 01/2022 → Present
    Shaka Bites
    Santa Barbara, CA
  • 05/2023 → 03/2024
    Barrett Financial And Investment Services, Inc.
    San Diego, CA
  • 03/2024 → 02/2026
    Mpd Wealth
    San Diego, CA
  • 03/2023 → Present
    Amazon Realty
    San Diego, CA
  • 08/2013 → 09/2016
    Santa Barbara City College
    Santa Barbara, CA
  • 08/2017 → 06/2018
    University Of California, Riverside
    Riverside, CA
  • 09/2018 → 06/2019
    University Of California, Riverside
    Riverside, CA
  • 06/2019 → 01/2020
    Na-Unemployed
    Goleta, CA
  • 01/2025 → Present
    Fbc Model Plan
    San Diego, CA
  • 02/2026 → Present
    Mpd Wealth Inc. Dba Mpd Wealth
    San Diego, CA
Other Businesses

1) MPD Wealth Inc. dba MPD Wealth; 1011 Camino Del Rio S Ste. 550 San Diego CA 92108; Start Date 2/1/2026; Owner/Financial Advisor; Run Financial Center and offer securities and insurance sales and service.; 200 hrs/mo; 200 hrs/mo during trading; IR 2) Amazon Realty-2945 Townsgate Rd., Ste. 200, Westlake Village, CA 91361; Noninvestment related; Real Estate sales; CA licensed Real Estate Agent; Start date 3/2023; 4 hrs/mnth & during trading. 3) Shaka Bites-435 DeLa Vina St., Santa Barbara, CA 93101; Noninvestment related; Energy Bar Manufacturer; Co-Founder; Start date 1/2022; 8 hrs/mnth & during trading. 4)FBC Model Plan; 1011 Camino Del Rio S Ste. 550 San Diego CA 92108; Start Date 1/30/2025; FBC Authorized Financial Advisor; 80 hrs/mo; 80 hrs/mo during trading; IR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-23
S65 Uniform Investment Adviser Law Examination 2022-03-28
  • S63 Uniform Securities Agent State Law Examination
    2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2022-03-28

View on SEC IAPD

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