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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-05-04 |
Branch Locations
1270 S. Cleveland Massillon Rd., Bldg A, Suite 102, Copley, OH 44321 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D&E Financial Services, Inc. | Akron | OH | 06/2001 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 05/2012 | Present |
"1)D & E FINANCIAL SERVICES-1270 S. Cleveland-Massillon Rd. Building A, Suit 102, Copley, Ohio 44321; INSURANCE & FINANCIAL SVCS; AGENT/REP; START DATE 6/01; 160 HRS/MNTH & DURING TRADING; IR. 2.)BRYAN A. HUMMEL DBA PC SOLUTIONS- 2457 NORTON RD HUDSON, OH; PC REPAIR, SOFTWARE SETUP & NETWORKING; OWNER/SOLE PROPRIETOR; START DATE 8/04; 40 HRS/ MNTH & DURING TRADING; NIR. "
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-28 |
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