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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-08
  • VA RA
    APPROVED
    Since 2024-11-08

Branch Locations

Austin, TX • United States

580 W. Main Street, Wytheville, VA 24382 • 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
OrganizationCityStateFromTo
Ely Financial Network Wytheville VA 08/1997 Present
Gwn Securities, Inc. Palm Beach Gardens FL 08/2018 11/2024
Planmember Securities Corporation Carpinteria CA 11/2024 Present
Elite Financial & Insurance Services Wytheville VA 05/2024 Present
Educators Tax Service Wytheville VA 11/2007 Present
Virginia Retirement Specialists, Inc. (Vrsi) Wytheville VA 08/1997 Present
  • 08/1997 → Present
    Ely Financial Network
    Wytheville, VA
  • 08/2018 → 11/2024
    Palm Beach Gardens, FL
  • 11/2024 → Present
    Carpinteria, CA
  • 05/2024 → Present
    Elite Financial & Insurance Services
    Wytheville, VA
  • 11/2007 → Present
    Educators Tax Service
    Wytheville, VA
  • 08/1997 → Present
    Virginia Retirement Specialists, Inc. (Vrsi)
    Wytheville, VA
Previous Registrations
Other Businesses

1) Virginia Retirement Specialists, Inc.- 580 W. Main St., Wytheville, VA 24382; Investment related; Securities & insurance sales & svcs, acts as Corporate Secretary & Treasurer; Treasurer/Secretary/Agent; Start date 8/1997; 20 hrs/mnth & during trading. 2) Ely Financial Network-580 W. Main St., Wytheville, VA 24382; Investment related; Fixed health & insurance sales & svcs; Agent/Partner/Office Manager; Start date 8/1997;150 hrs/mnth & during trading. 3) Elite Financial & insurance Services-580 W. Main St., Wytheville, VA 24382; Investment related; Fixed health & insurance sales & svcs; President/Treasurer; Start date 5/2024; 4 hrs/mnth & during trading. 4) Educators Tax Service-580 W. Main St., Wytheville, VA 24382; Noninvestment related; Income tax preparation; Member/Bookkeeper; Start date 11/2007; 2 hrs/mnth & during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-26
S63 Uniform Securities Agent State Law Examination 2018-12-18
  • S65 Uniform Investment Adviser Law Examination
    2023-05-26
  • S63 Uniform Securities Agent State Law Examination
    2018-12-18
Other Names
  • Donna Renee Pierce
  • Donna Pierce Dix

View on SEC IAPD

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