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Patrick Ward Lynn

Planmember Securities Corporation

Carpinteria, CA

Carpinteria, CA

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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-02-05
  • CA RA
    APPROVED
    Since 2016-02-05

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

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 Carpinteria CA 06/2003 Present
  • 06/2003 → Present
    Planmember Securities
    Carpinteria, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-05
S63 Uniform Securities Agent State Law Examination 1999-04-08
  • S65 Uniform Investment Adviser Law Examination
    2016-02-05
  • S63 Uniform Securities Agent State Law Examination
    1999-04-08
Other Names
  • Pat Lynn
  • Patrick Ward Lynn

View on SEC IAPD

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