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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-24 |
Branch Locations
28720 Roadside Drive, Suite 315, Agoura Hills, CA 91301 • 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 |
|---|---|---|---|---|
| Newhorizonsdms,Llc | Sheridan | WY | 08/2023 | Present |
| Legacy Financial Group | Agoura Hills | CA | 12/2023 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 12/2023 | Present |
| Mt. San Antonio College | Walnut | CA | 03/2023 | 08/2023 |
| Olive Garden Restaurant | Riverside | CA | 06/2021 | 03/2023 |
| Lowe's Home Improvement Center | Riverside | CA | 10/2020 | 04/2021 |
| In-N-Out Burger | City Of Industry | CA | 02/2018 | 08/2020 |
| Mt. San Antonio College | Walnut | CA | 08/2017 | 02/2018 |
| John W. North High School | Riverside | CA | 08/2014 | 05/2017 |
1) Legacy Financial Group-28720 Roadside Drive, Suite 315, Agoura Hills, CA 91301; Start date 12/2023; Financial Advisor; Insurance and securities sales & svcs; 120 hrs/mnth; 120 hrs/mnth during trading; IR 2) NewHorizonsDMS, LLC-30 N. Gould St., Ste. 12780, Sheridian, WY 82801; Noninvestment related; Digital Marketing & accounting; Co-owner/Accountant; Website Developer; Start date 8/2023; 10 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-24 |
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