Best Investors Account Sign in

Allyn David Close

Planmember Securities Corporation

Carpinteria, CA

Claim This Profile
Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2010-11-19
  • CA RA
    APPROVED
    Since 2010-11-19

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • 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
Planmember Securities Corporation Carpinteria CA 11/2010 Present
Previous Registrations
  • 1999-06-01 → 2010-11-03
    Signator Financial Services, Inc.
    Bellevue, WA
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-25
S63 Uniform Securities Agent State Law Examination 1984-10-03
  • S65 Uniform Investment Adviser Law Examination
    1995-01-25
  • S63 Uniform Securities Agent State Law Examination
    1984-10-03
Designations

View on SEC IAPD

Other Firms

PLANMEMBER ASSET MANAGEMENT CORPORATION
VANTAGEPOINT CAPITAL PARTNERS
EDWARD JONES
WAYBURY CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
HARBOR HILLS FINANCIAL ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
SANTA BARBARA MANAGEMENT

Other Investors

KEVIN TAYLOR TWOHY
Rachael Lynn Schaffer
ERIKA NICHOL BORMAN
MARTHA ANN BROWN
SEAN PATRICK HALEY
JAMES CHRISTIAN GATES
Christopher John Winspear
Arman Sepehr Vafi

Other Offices

PLANMEMBER ASSET MANAGEMENT CORPORATION · CARPINTERIA, CA
PLANMEMBER SECURITIES CORPORATION · Carpinteria, CA
PLANMEMBER SECURITIES CORPORATION · Carpinteria, CA
VANTAGEPOINT CAPITAL PARTNERS · CARPENTERIA, CA
EDWARD JONES · CARPINTERIA, CA
EDWARD JONES · Carpinteria, CA
WAYBURY CAPITAL MANAGEMENT, LLC · CARPINTERIA, CA
LPL FINANCIAL LLC · SUMMERLAND, CA

More in Carpinteria, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor