Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-23 |
Branch Locations
3513 Spectrum Blvd, Suite 200, Richardson, TX 75082 • United States
9500 Ray White Road, #200, Keller, TX 76244 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 01/2014 | Present |
| Brennan & Associates | Keller | TX | 01/2001 | Present |
| Inspire Financial Group | Richardson | TX | 01/2001 | Present |
| Us Retirement Partners | Richardson | TX | 01/2013 | 08/2019 |
1. INSPIRE FINANCIAL GROUP-3513 SPECTRUM BLVD, #200, RICHARDSON, TX 75082; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES AND SVCS; AGENT; START DATE 2001; APPROX. 120 HRS/MNTH; APPROX. 80 HRS/MNTH DURING TRADING. 2. BRENNAN & ASSOCIATES-1602 WESTMINSTER TRAIL, KELLER, TX 76262; INVESTMENT RELATED; INSURANCE SALES & SVCS; AGENT; START DATE 2001; 160 HRS/MNTH; 100 HRS/MNTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-03 |
Reach out to this advisor