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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-02-02
  • ID RA
    APPROVED
    Since 2023-02-02

Branch Locations

Boise, ID • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • 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
Iof Foresters Boise ID 08/2001 06/2017
Foresters Equity Services, Inc. Boise ID 08/2001 07/2017
Proequities Inc Boise ID 06/2019 10/2020
Paragon Financial Group, Inc. Boise ID 03/2009 Present
Planmember Securities Corporation Carpinteria CA 05/2021 Present
  • 08/2001 → 06/2017
    Iof Foresters
    Boise, ID
  • 08/2001 → 07/2017
    Foresters Equity Services, Inc.
    Boise, ID
  • 06/2019 → 10/2020
    Proequities Inc
    Boise, ID
  • 03/2009 → Present
    Paragon Financial Group, Inc.
    Boise, ID
  • 05/2021 → Present
    Carpinteria, CA
Other Businesses

1) Paragon Financial Group, Inc- 1692 S Brookstone Ave., Boise ID 83709; Investment related; Insurance Agency - life, annuities, health & accident sales & services; President and Chief Financial Officer / Representative; Start date 3/2009; 80-160 hrs/mnth; 80 hrs/mnth during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-04-20
  • S63 Uniform Securities Agent State Law Examination
    1992-04-20
Designations

View on SEC IAPD

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