Best Investors Account Sign in
Inactive

Evan Bozymski

Planmember Securities Corporation

West Palm Beach, FL

Claim This Profile
Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-07
  • FL RA
    APPROVED
    Since 2024-08-07

Branch Locations

3047 South Dixie Hwy, Unit 301, West Palm Beach, FL 33405 • 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
Deutsche Bank Securities Inc. New York NY 02/2017 04/2018
Db Ag Filiale New York New York NY 08/2015 04/2017
Highgtower Advisors Chicago IL 10/2021 Present
Tramec, Llc Iola KS 07/2018 09/2021
  • 02/2017 → 04/2018
    Deutsche Bank Securities Inc.
    New York, NY
  • 08/2015 → 04/2017
    Db Ag Filiale New York
    New York, NY
  • 10/2021 → Present
    Highgtower Advisors
    Chicago, IL
  • 07/2018 → 09/2021
    Tramec, Llc
    Iola, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-25
S63 Uniform Securities Agent State Law Examination 2017-05-08
  • S65 Uniform Investment Adviser Law Examination
    2022-02-25
  • S63 Uniform Securities Agent State Law Examination
    2017-05-08
Other Names
  • Evan Bozymski
  • Evan Alexander Bozymski

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC
SUNRISE MANAGER LLC
SRT GROUP LLC
UBS FINANCIAL SERVICES INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor