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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-15
  • OH RA
    APPROVED
    Since 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

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
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
  • 01/2024 → 03/2024
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 02/2022 → 06/2023
    Product School Inc
    San Francisco, CA
  • 04/2020 → 08/2021
    Robert Leininger
    Copley, OH
  • 10/2018 → 06/2019
    Go Green Initiative
    Pleasanton, CA
  • 09/2015 → 09/2018
    Yelp Inc.
    San Francisco, CA
  • 07/2019 → 03/2020
    Self-Employed
    Copley, OH
  • 09/2021 → 02/2022
    Click Learning Co.
    Columbus, OH
  • 06/2023 → 12/2023
    Unemployed
    Cleveland, OH
  • 09/2024 → 09/2025
    St. Louis, MO
  • 03/2024 → 09/2024
    Unemployed
    Cleveland, OH
  • 10/2025 → Present
    Carpinteria, CA
  • 10/2025 → Present
    First Responders Financial Advisors
    Copley, OH
Previous Registrations
  • 2025-03-03 → 2025-09-10
    Aurora, OH
    St Louis, MO
    Copley, OH
    Cleveland, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-26
S63 Uniform Securities Agent State Law Examination 2024-02-01
  • S66 Uniform Combined State Law Examination
    2025-02-26
  • S63 Uniform Securities Agent State Law Examination
    2024-02-01

View on SEC IAPD

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