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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-27 |
| TN | RA | APPROVED | 2012-09-06 |
Branch Locations
Clarksville, TN • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2012 | Present |
| Evergreen Financial Partners Llc | Clarksville | TN | 12/2000 | Present |
| Employee Benefits Services Of Tennessee (Ebs-Tn) | Nashville | TN | 08/2015 | 12/2022 |
EVERGREEN FINANCIAL PARTNERS, LLC; 513 Sugarberry Court, Clarksville, TN 37043; OWNER/AGENT; SECURITIES AND INSURANCE SALES AND SERVICES, START DATE 01/2023; 40 HRS/MO; 40 HRS/MO DURING TRADING; IR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-14 |
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