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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-09 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
315 39Th Ave. Sw, Suite 8, Puyallup, WA 98373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skytale Digital | Dryden | WA | 01/2023 | 04/2024 |
| Enzian Inn | Leavenworth | WA | 06/2021 | 12/2022 |
| Eagle Creek Winery | Leavenworth | WA | 05/2019 | 06/2021 |
| Alpine Lakes High Camp | Leavenworth | WA | 09/2017 | 05/2019 |
| Ox Expeditions | Antigua | 09/2016 | 06/2017 | |
| Unemployed | Summerland | CA | 03/2016 | 09/2016 |
| Planmember Securities Corporation | Puyallup | WA | 08/2024 | Present |
| Unemployed | Leavenworth | WA | 04/2024 | 08/2024 |
| Unemployed | Quetzaltenango | 03/2016 | 09/2016 | |
| Barron Financial Services | Puyallup | WA | 08/2024 | Present |
1) Barron Financial Services; 315 39th Ave Sw, Suite 8, Puyallup WA 98373; Start Date: 08/05/2024; Financial Advisor; Securities and insurance sales and service; 160 hrs/mo; 160 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-17 |
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