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Jayson Louis Weinberg

Planmember Securities Corporation

White Oak, PA

Carpinteria, CA

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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-12-08
  • PA RA
    APPROVED
    Since 2020-12-08

Branch Locations

1524 Lincoln Way, White Oak, PA 15131 • 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
Jayson Weinberg Cpa White Oak PA 08/1994 Present
Irm Distributors, Inc. Carpinteria CA 07/1995 Present
  • 08/1994 → Present
    Jayson Weinberg Cpa
    White Oak, PA
  • 07/1995 → Present
    Irm Distributors, Inc.
    Carpinteria, CA
Other Businesses

JAYSON L. WEINBERG CPA, 1524 LINCOLN WAY, WHITE OAK, PA 15131; START DATE 10/1/0994;TAX & ACCOUNTING; PROPRIETOR; ALL DUTIES; 160 HRS/MNTH; 160 HRS/MNTH DURING TRADING; NIR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-07
S63 Uniform Securities Agent State Law Examination 1996-01-22
  • S65 Uniform Investment Adviser Law Examination
    2020-12-07
  • S63 Uniform Securities Agent State Law Examination
    1996-01-22
Other Names
  • Jay Weinberg

View on SEC IAPD

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Other Investors

Samuel Gerald Coccia
JASON MICHAEL LAUX
Peter Andrew Fasciano
Stephen Louis Ross
TERRENCE L JUDY
Justin James Stoupis
ANTHONY FRANCIS QUINLAN
MARK ANTHONY DIGIORGIO

Other Offices

J. W. COLE ADVISORS, INC. · White Oak, PA
PNC WEALTH MANAGEMENT LLC · WHITE OAK, PA
DIGIORGIO CAPITAL MANAGEMENT, INC. · WHITE OAK, PA
DIGIORGIO CAPITAL MANAGEMENT, INC. · McKeesport, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · McKeesport, PA
J.P. MORGAN SECURITIES LLC · McKeesport, PA
LPL FINANCIAL LLC · BOSTON, PA
SALCEDO FINANCIAL SERVICES · MCKEESPORT, PA

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