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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-10-07 |
Branch Locations
400 E. Diehl Road Suite 250, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Naperville | IL | 10/2003 | Present |
| Ms Business Services | Naperville | IL | 11/2008 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 10/2013 | Present |
| Oswego Police Pension Board | Oswego | IL | 05/2010 | 05/2018 |
| Veritrust Wealth Management | Naperville | IL | 10/2013 | Present |
1) VERTIRUST WEALTH MANAGEMENT (NAME OF BRANCH FROM BRANDING & MARKETING PURPOSES)-400 E. Diehl Road, Suite 250, Naperville, IL 60563; INVESTMENT RELATED; FINANCIAL/INSURANCE SALES & SVCS; REPRESENTATIVE; START DATE 10/13; HRS/MNTH TBD. 2) KATHERINE J. MORRIS-SELF EMPLOYED - 400 E. Diehl Road, Suite 250, Naperville, IL 60563; INVESTMENT RELATED; FINANCIAL/INSURANCE SALES & SVCS; START DATE 10/03; 4 HRS/MNTH & DURING TRADING. 3) MS BUSINESS SVCS - 400 E. Diehl Road, Suite 250, Naperville, IL 60563; NON-INVESTMENT RELATED; ADMINISTRATIVE OFFICE SVCS; GENERAL PARTNER; START DATE 11/08; 2 HRS/MNTH & DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-18 |
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