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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-25 |
Branch Locations
1270 S. Cleveland Massillon Rd., Bldg A, Suite 102, Copley, OH 44321 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 05/2025 | Present |
| First Responder Financial Advisors | Copley | OH | 05/2025 | Present |
| First Responder Financial Advisors | Copley | OH | 05/2024 | 05/2025 |
| Great American Insurance Group | Cincinnati | OH | 05/2022 | 04/2024 |
| Fairlawn Country Club | Akron | OH | 05/2020 | 01/2023 |
| Skyway Drive-In | Fairlawn | OH | 10/2021 | 12/2022 |
| Copley High School | Copley | OH | 08/2019 | 05/2022 |
| Copley Middle School | Copley | OH | 08/2016 | 05/2019 |
1) First Reponder Financial Advisors-1270 S. Cleveland Massillon Rd., Building A, Suite 102, Copley, OH 44321; Investment related; Help provide trade and administrative support; Non-Producing Licensed Sales Assistant; Start date 5/2025; 160 hrs/mnth; 140 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
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