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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-08-02 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
77-933 Las Montanas Rd., Suite 102, Palm Desert, CA 92211 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2000 | 07/2017 |
| Planmember Securities Corporation | Carpinteria | CA | 07/2017 | Present |
| Rooney Group, Inc. Dba Teachers Tax Service | Palm Desert | CA | 09/1990 | Present |
| Rancho Mirage Property Owners Association | Rancho Mirage | CA | 01/2014 | Present |
1) Rooney Group, Inc dba Teachers Tax Service-77-933 Las Montanas Rd., Suite 102, Palm Desert, CA 92211; Investment related; Securities, insurance & tax preparation sales & svcs; President; Start date 09/1990; 150 hrs/mnth; 100 hrs/mnth during trading. 2) Rancho Mirage Property Owners Association-PO Box 2367, Rancho Mirage, CA 92270; Noninestment related; Property owners association; Treasurer of Board of Directors; Start date 1/2014; 1 hr/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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