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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-01-23
  • VA RA
    APPROVED
    Since 2020-01-23

Branch Locations

1700 Pennsylvania Ave, Mcdonough, GA 30253 • United States

Midlothian, VA • United States

Austin, TX • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Virginia Retirement Specialists, Inc. Chester VA 04/2014 01/2020
Gwn Securities, Inc. Palm Beach Gardens FL 01/2016 12/2019
Planmember Securities Corporation Carpinteria CA 01/2020 Present
Financial U Mcdonough GA 05/2019 Present
Matthew Clark (Self Employed) Richmond VA 05/2013 Present
Virginia Retirement Specialists, Inc. Richmond VA 01/2025 Present
  • 04/2014 → 01/2020
    Virginia Retirement Specialists, Inc.
    Chester, VA
  • 01/2016 → 12/2019
    Palm Beach Gardens, FL
  • 01/2020 → Present
    Carpinteria, CA
  • 05/2019 → Present
    Financial U
    Mcdonough, GA
  • 05/2013 → Present
    Matthew Clark (Self Employed)
    Richmond, VA
  • 01/2025 → Present
    Virginia Retirement Specialists, Inc.
    Richmond, VA
Previous Registrations
Other Businesses

1) Financial U-1700 Pennsylvania Ave, McDonough, GA 30253; Investment related; Financial-securities & insurance sales & svcs; Financial Services Representatve; Start date 5/19; 160 hrs/mnth & during trading. 2) Matthew Clark (self employed)-4802 W. Grace St., Richmond , VA 23230 ; Investment related; Insurance sales & services; Agent; Start date 5/13; 40 hrs/mnth; 30 hrs/mnth during trading. 2) VIRGINIA RETIREMENT SPECIALISTS, INC.; 4802 West Grace St, Richmond VA 23230; Start Date 1/29/2025; Financial Advisor; Sales of Securities and Insurance Products under the VRSI DBA; 50 hrs/mo; 40 hrs/mo during trading; IR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-08
  • S66 Uniform Combined State Law Examination
    2013-02-08
Other Names
  • Matthew David Clark
  • Matthew Clark

View on SEC IAPD

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