Joseph Charles Chalom

Current Employers

Employment History

• 05/1991 → Present
  Retirement Council, Inc
  Coral Springs, FL
• 10/2013 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2020 → 12/2020
  Naifa-Florida
  Tallahassee, FL
• 01/2021 → 12/2021
  Naifa - Florida
  Tallahassee, FL

Previous Registrations

• 2011-06-29 → 2013-10-07
  Veritrust Financial, Llc
  Coral Springs, FL
  Austin, TX

Other Businesses

1. RETIREMENT COUNCIL, INC.-9825 W. SAMPLE RD., STE. #206, CORAL SPRINGS, FL 33065; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES & SVCS, TAX PREPARATION, LEGAL SERVICES (EXPENSE PLANS, LEGAL SHIELD); PRESIDENT; START DATE 5/1991; 140 HRS/MNTH; 100 HRS/MNTH DURING TRADING. 2. NAIFA-BROWARD -9825 WEST SAMPLE RD., #206, CORAL SPRINGS, FL 33065; NON-INVESTMENT RELATED; NON-PROFIT ORGANIZATION PROVIDES ADVOCACY FOR FINANCIAL ADVISORS/AGENTS; President; START DATE 5/2016; 10 HRS/MNTH; 4 HRS/MNTH DURING TRADING. 3)White Glove Workshops; 9825 West Sample Road, Suite 206 Coral Springs FL 33065; start date 8/6/2018; Instructor; Financial Education Workshops; 8 hrs/mo; 0 hrs/mo during trading; IR 4)Coral Springs Community Emergency Response Team; 2825 Coral Springs Drive Coral Springs FL 33065; Start date 10/1/2020; Team Commander/Program Chief; train volunteers to assist the Coral Springs Fire Department; 5 hrs/mo; 2 hrs/mo during trading; NIR 5)NAIFA FLORIDA EDUCATION FOUNDATION INC.; 1836 Hermitage Blvd, Suite 200, Tallahassee FL 32308; START DATE: 07/01/2015; Director; Board of Directors for Non-Profit to promote financial education for both consumers and advisors; hrs/mo: 3; hrs/mo during trading 1; NIR

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-26
• S66 Uniform Combined State Law Examination
  1998-04-10