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6510 S. Millrock Dr, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-28 |
Branch Locations
6510 S. Millrock Dr, Holladay, UT 84121 • United States
70 Santa Felicia Dr., Goleta, CA 93117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 02/2025 | 03/2026 |
| Channel Islands Surfboards | Carpinteria | CA | 06/2024 | 12/2025 |
| Uc Santa Barbara | Goleta | CA | 01/2022 | 06/2024 |
| Haakenson Fiberglass | Goleta | CA | 09/2021 | 06/2024 |
| A-Frame Surf Corp. | Carpinteria | CA | 07/2020 | 06/2024 |
| Shoreline Cafe | Santa Barbara | CA | 01/2020 | 04/2021 |
| On The Alley | Santa Barbara | CA | 04/2019 | 12/2019 |
| Rosewood Miramar Hotel | Santa Barbara | CA | 03/2019 | 04/2019 |
| Santa Barbara City College | Santa Barbara | CA | 08/2018 | 12/2020 |
| Pepperdock Restaurant | Seattle | WA | 01/2018 | 07/2018 |
| West Seattle High School | Seattle | WA | 09/2017 | 06/2018 |
| Cleveland High School | Seattle | WA | 01/2015 | 06/2017 |
| Platform Wealth Management, Llc Dba Platform Wealth Advisors | Goleta | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
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