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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-15 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
1270 S. Cleveland Massillon Rd., Bldg A, Suite 102, Copley, OH 44321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Financial Services, Inc | Greenwood Village | CO | 01/2024 | 03/2024 |
| Product School Inc | San Francisco | CA | 02/2022 | 06/2023 |
| Robert Leininger | Copley | OH | 04/2020 | 08/2021 |
| Go Green Initiative | Pleasanton | CA | 10/2018 | 06/2019 |
| Yelp Inc. | San Francisco | CA | 09/2015 | 09/2018 |
| Self-Employed | Copley | OH | 07/2019 | 03/2020 |
| Click Learning Co. | Columbus | OH | 09/2021 | 02/2022 |
| Unemployed | Cleveland | OH | 06/2023 | 12/2023 |
| Edward Jones | St. Louis | MO | 09/2024 | 09/2025 |
| Unemployed | Cleveland | OH | 03/2024 | 09/2024 |
| Planmember Securities Corporation | Carpinteria | CA | 10/2025 | Present |
| First Responders Financial Advisors | Copley | OH | 10/2025 | Present |
1)First Responders Financial Advisors-1270 S. Cleveland Massillon Rd., Building A, Suite 102, Copley, OH 44321; Investment related; Provide administrative and trade support; Non-producing Licensed Sales Assistant; Start date 10/2025; 160 hrs/mnth; 140 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-01 |
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