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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-02
  • CA RA
    APPROVED
    Since 2025-09-02

Branch Locations

1011 Camino Del Rio South Ste 550, San Diego, CA 92108 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • 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
Drs Daylight Solutions San Diego CA 11/2010 Present
Mpd Wealth San Diego CA 05/2024 06/2025
Mpd Wealth San Diego CA 06/2025 03/2026
Planmember Securities Corporation Carpinteria CA 06/2025 03/2026
Mpd Wealth San Diego CA 03/2026 Present
Planmember Securities Corporation Carpinteria CA 03/2026 Present
Fbc Model Plan San Diego CA 01/2026 Present
  • 11/2010 → Present
    Drs Daylight Solutions
    San Diego, CA
  • 05/2024 → 06/2025
    Mpd Wealth
    San Diego, CA
  • 06/2025 → 03/2026
    Mpd Wealth
    San Diego, CA
  • 06/2025 → 03/2026
    Carpinteria, CA
  • 03/2026 → Present
    Mpd Wealth
    San Diego, CA
  • 03/2026 → Present
    Carpinteria, CA
  • 01/2026 → Present
    Fbc Model Plan
    San Diego, CA
Other Businesses

1)MPD Wealth-1011 Camino Del Rio South, Ste 550, San Diego, CA 92108; Investment related; Securities sales & svcs; Financial Advisor; Start date 2/2026; 160 hrs/mnth & during trading. 2) DRS Daylight Solutions-16465 Via Esprillo, San Diego, CA 92127; Noninvestment related; Defense Contractor; Sr. Manufacturing Engineer; Start date 11/2010; 160 hrs/mnth & during trading. 3) FBC Model Plan-1011 Camino Del Rio South, Ste 550, San Diego, CA 92108; Investment Related; Provide assistance to FBC members & their families with securities sales & svcs; FBC Authorized Financial Advisor; Start date 1/2026; 40 hrs/mnth & during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-30
S65 Uniform Investment Adviser Law Examination 2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    2025-08-30
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10

View on SEC IAPD

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