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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-09
WI RA APPROVED 2023-08-09
  • TX RA
    APPROVED_RES
    Since 2023-08-09
  • WI RA
    APPROVED
    Since 2023-08-09

Branch Locations

2607 N Grandview Blvd., #131, Waukesha, WI 53188 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93010 • 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
National Services Group Brookfield WI 10/1989 10/2016
Gwn Securities Palm Beach Gardens FL 01/2005 08/2023
Planmember Securities Corporation Carpinteria CA 08/2023 Present
Northbound Financial Services Waukesha WI 08/2023 Present
Jill A. Snyder (Self Employed) Waukesha WI 10/1991 Present
Jill A. Snyder (Self Employed) Waukesha WI 01/2013 Present
  • 10/1989 → 10/2016
    National Services Group
    Brookfield, WI
  • 01/2005 → 08/2023
    Gwn Securities
    Palm Beach Gardens, FL
  • 08/2023 → Present
    Carpinteria, CA
  • 08/2023 → Present
    Northbound Financial Services
    Waukesha, WI
  • 10/1991 → Present
    Jill A. Snyder (Self Employed)
    Waukesha, WI
  • 01/2013 → Present
    Jill A. Snyder (Self Employed)
    Waukesha, WI
Previous Registrations
  • 2005-01-31 → 2023-08-09
    Brookfield, WI
    Brookfield, WI
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Pewaukee, WI
  • 2001-01-29 → 2005-01-31
    Pmg Asset Management Inc
    Brookfield , WI
Other Businesses

Northbound Financial Services- 2607 N. Grandview Blvd., #131 Waukesha, WI 53188; Investment related; Financial services-securities & insurance sales & svcs; Financial Advisor; Start date 8/2023; 160 hrs/mnth & during trading. 2) Jill A. Snyder (self-employed)-2607 N. Grandview Blvd., #131 Waukesha, WI 53188; Investment related; Insurance (fixed & indexed annuities) sales & svcs; Insurance Agent; Start date 10/1991; 5 hrs/mnth; 1 hr/mnth during trading. 3) Jill A. Snyder (self-employed)- 2607 N. Grandview Blvd., #131 Waukesha, WI 53188; Non-investment related; Medicare sales; Agent; Start date 1/2013; 10 hrs/mnth; 1 hr/mnth during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-22
S63 Uniform Securities Agent State Law Examination 1990-04-19
  • S65 Uniform Investment Adviser Law Examination
    2000-12-22
  • S63 Uniform Securities Agent State Law Examination
    1990-04-19
Other Names
  • Jill Allison Snyder
  • Jill Snyder

View on SEC IAPD

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