Kyle Riharb
Investment Adviser Representative at Planmember Securities Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Riharb is an investment adviser representative with Planmember Securities Corporation in San Diego, CA, where they have been registered since 2024, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
4 states and territories
Arizona, California, Iowa, Louisiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Seek ThermalSep 2016 – Aug 2017Goleta, CA
- Seek ThermalJun 2018 – Sep 2018Goleta, CA
- True Digital SurgeryJan 2020 – May 2020Goleta, CA
- Daylight SolutionsMay 2020 – May 2023San Diego, CA
- Shaka BitesJan 2022 – no end date reportedSanta Barbara, CA
- Barrett Financial and Investment Services, Inc.May 2023 – Mar 2024San Diego, CA
- MPD WealthMar 2024 – Feb 2026San Diego, CA
- Amazon RealtyMar 2023 – no end date reportedSan Diego, CA
- University of California, RiversideAug 2017 – Jun 2018Riverside, CA
- University of California, RiversideSep 2018 – Jun 2019Riverside, CA
- NA-unemployedJun 2019 – Jan 2020Goleta, CA
- FBC Model PlanJan 2025 – no end date reportedSan Diego, CA
- MPD Wealth Inc. dba MPD WealthFeb 2026 – no end date reportedSan Diego, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Planmember Securities Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $100
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment and retirement savings services for individuals, retirement plan management for employers and unions, business growth support and guidance for distribution partners, and employee education and engagement resources.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 438
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Carpinteria, CA
- SEC file number:
- 801-39177
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Planmember Securities Corporation
Showing 12 of 438 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Riharb has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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