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Planmember Securities Corporation CRD 11869
$10.1B regulatory AUM 125 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-15 |
Branch Locations
North Huntington, PA • 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 |
|---|---|---|---|---|
| Irm Distributors, Inc./ Planmember Securities Corporation | Carpinteria | CA | 02/1988 | Present |
INDEPENDENT INSURANCE AGENT; START 5/2009; INSURANCE PRODUCTS AND SERVICES, 691 NATHAN DR, N HUNTINDON, PA 15642. 5/HRS/MO/TRADING; COMMISSIONS IR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-18 |
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