Marc Eric Zimmerman

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-26

NY RA
APPROVED

Since 2021-07-26

Branch Locations

2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738 • United States

Oviedo, FL • 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

Organization	City	State	From	To
Legend Equities Corporation	Palm Beach Gardens	FL	03/1994	11/2016
Legend Advisory Corporation	Palm Beach Gardens	FL	07/2011	11/2016
Planmember Securities Corporation	Carpinteria	CA	11/2016	Present
Mutual Inc.	Farmingville	NY	11/2016	Present
Marc Zimmerman	Farmingville	NY	10/2018	Present

03/1994 → 11/2016

Legend Equities Corporation

Palm Beach Gardens, FL
07/2011 → 11/2016

Legend Advisory Corporation

Palm Beach Gardens, FL
11/2016 → Present

Planmember Securities Corporation

Carpinteria, CA
11/2016 → Present

Mutual Inc.

Farmingville, NY
10/2018 → Present

Marc Zimmerman

Farmingville, NY

Other Businesses

1) Mutual Inc / Daybright Financial - 2410 N. Ocean Ave, Ste 401,Farmingville,NY 11738; Investment related; Securities & Insurance Sales & Svcs; Representative; Start date 11/16; 10 hrs/mnth & during trading. 2)Marc Zimmerman; 2410 North Ocean Avenue, suite 500 Farmingville NY 11738; Agent; life insurance sales and service; state date 10/9/2018; 6 hrs/mo 6 hrs/mo during trading; IR

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-05-13

S63 Uniform Securities Agent State Law Examination

1986-05-13

View on SEC IAPD

Current Employers

Planmember Securities Corporation

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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