Joseph Alexander Craw

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-05-09
MD	RA	APPROVED	2008-09-12

TX RA
APPROVED_RES

Since 2023-05-09
MD RA
APPROVED

Since 2008-09-12

Branch Locations

Oviedo, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Prepaid Legal Services, Inc.	Frederick	MD	09/1995	Present
Joseph A. Craw	Frederick	MD	01/1995	Present
Planmember Securities Corporation	Carpinteria	CA	09/2008	Present
Joe Craw Retirement Planning	Frederick	MD	03/2012	01/2025

09/1995 → Present

Prepaid Legal Services, Inc.

Frederick, MD
01/1995 → Present

Joseph A. Craw

Frederick, MD
09/2008 → Present

Planmember Securities Corporation

Carpinteria, CA
03/2012 → 01/2025

Joe Craw Retirement Planning

Frederick, MD

Previous Registrations

1996-05-17 → 2008-09-08

Securities America Advisors, Inc.

Frederick, MD

Frederick, MD

Other Businesses

1)JOE CRAW; 2614 MONOCACY FORD RD. FREDERICK MD 21701; INDEPENDENT INSURANCE AGENT; START 1995; 1HR/MO/TRADING. IR 2)PREPAID LEGAL SERVICE; 2614 MONOCACY FORD RD. FREDERICK MD 21701;START 1995; 1HR/MO/TRADING. NIR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-04-15
S63	Uniform Securities Agent State Law Examination	1988-04-13

S65 Uniform Investment Adviser Law Examination

1996-04-15
S63 Uniform Securities Agent State Law Examination

1988-04-13

Other Names

Joe Craw

View on SEC IAPD