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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 | 2026-05-18 |
Branch Locations
4520 Wilshire Blvd, Suite 201, Los Angeles, CA 90010 • 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 |
|---|---|---|---|---|
| Platinum Insurance Marketing | Santa Barbara | CA | 01/2010 | 11/2016 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2013 | 11/2016 |
| Na-Unemployed | North Hollywood | CA | 01/2026 | 05/2026 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2026 | Present |
| Surety Investment Services | Los Angeles | CA | 05/2026 | Present |
| Pareto Athletics | 5526 Biloxi Ave | CA | 01/2017 | 05/2024 |
| Harry Licursi Tax & Retirement Planning | Santa Rosa | CA | 10/2023 | 05/2024 |
| Inflection Advisors | Camarillo | CA | 05/2024 | 01/2026 |
1) Surety Investment Services-4520 Wilshire Blvd. Suite 201, Los Angeles, CA 90010; Investment related; Sales & service of insurance & advisory products; Financial Advisor; Start date 5/2026; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-02 |
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
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