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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-05 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Securities | Dublin | OH | 01/2006 | 06/2020 |
| Nationwide Ins | Kent | OH | 01/2006 | 06/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2020 | Present |
| Fehlan Insurance Agency | Wadsworth | OH | 04/2019 | Present |
| Jeffrey Stroup (Self Employed) | Wadsworth | OH | 12/2005 | Present |
| Sharon Township Zoning Commission | Sharon Center | OH | 01/2011 | Present |
1) Jeffrey Stroup (self employed)-6641 Ridge Rd., Wadsworth, OH 44281; Investment related; Insurance (life & fixed annuities) sales & svcs; Agent; Start date 12/2005; 40 hrs/mnth & during trading. 2) Fehlan Insurance Agency-6641 Ridge Rd. Wadsworth, OH 44281; Noninvestment related; Insurance (property & casualty) sales & svcs; Associate Agent; Start date 4/2019; 20 hrs/mnth & during trading. 3) Sharon Township Zoning Commission-1322 Sharon Copley Rd, Sharon Center, OH 44274; Noninvestment related; Chairman of the Board; Start date 1/2011; 3 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-22 |
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