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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-15 |
Branch Locations
920 Saratoga Ave., Suite 100, San Jose, CA 95129 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 11/2015 | Present |
| Ronald R. Welch (Self Employed) | San Jose | CA | 01/1972 | Present |
| Ronald R. Welch Ea | San Jose | CA | 01/1972 | Present |
1) Ronald R. Welch (self employed)-920 Saratoga Ave., Suite 100 San Jose, CA 95129; Investment related; Insurance Sales & Svcs; Salesperson; Start date 1/72; 5 hrs/mnth; 0 hrs/mnth during trading. 2) Ronald R. Welch EA - 920 Saratoga Ave., Suite 100 San Jose, CA 95129; Investment related; Income Tax Preparation; Sole Proprietor; 120 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-27 |
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