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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-08 |
Branch Locations
1011 Camino Del Rio South Ste 550, San Diego, CA 92108 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 12/2025 | Present |
| Na-Unemployed | San Diego | CA | 06/2018 | 07/2018 |
| Drs Daylight Solutions | San Diego | CA | 05/2017 | 09/2017 |
| The City Of La Mesa - Public Works Department | La Mesa | CA | 05/2017 | 09/2017 |
| Gonzaga University | Spokane | WA | 08/2017 | 05/2018 |
| Gonzaga University | Spokane | WA | 09/2014 | 06/2018 |
| Mpd Wealth | San Diego | CA | 08/2024 | 12/2025 |
| Na-Unemployed | San Diego | CA | 02/2024 | 08/2024 |
| Drs Daylight Solutions | San Diego | CA | 07/2018 | 02/2024 |
| Mpd Wealth | San Diego | CA | 12/2025 | Present |
1)MPD Wealth-1011 Camino Del Rio South. Ste 550, San Diego, CA 92108; Investment related; Administrative/Clerical Office tasks; Client Services Representative/Non-Producing Licensed Sales Assistant; Start date 12/2025; 160 hrs/mnth; 80 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
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