Rita G Reggio

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
CA	RA	APPROVED	2002-07-01

CA RA
APPROVED

Since 2002-07-01

Branch Locations

Long Beach, CA • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • 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
Planmember Securities Corporation	Carpinteria	CA	02/2002	Present
Long Beach Unified School District	Long Beach	CA	02/1992	Present

02/2002 → Present

Planmember Securities Corporation

Carpinteria, CA
02/1992 → Present

Long Beach Unified School District

Long Beach, CA

Other Businesses

RITA REGGIO; 1049 OBISPO AVENUE, LONG BEACH, CA 90804; START DATE 1987; AGENT SELLING LIFE, DISABILITY AND LONG TERM CARE INSURANCE; 5 HRS MO/5 DURING TRADING HOURS. IR LONG BEACH UNIFIED SCHOOL DISTRICT; START DATE 1992; 1515 HUGHES WAY, LONG BEACH, CA 90810; SUBSTITUTE TEACHING IN PUBLIC SCHOOLS; 0-3 DAYS PER MONTH; 9 HOURS PER MONTH/ 9 HOURS DURING TRADING. NIR

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-03-27

S63 Uniform Securities Agent State Law Examination

1991-03-27

View on SEC IAPD