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Account
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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2012-07-24 |
| IL | RA | APPROVED | 2011-10-07 |
Branch Locations
One Bridge Street, Suite 70, Irvington, NY 10533 • United States
Ibew Local 21 1307 Butterfield Rd. #4222, Downers Grove, IL 60515 • United States
Brookfield, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Augusta National Golf Club | Augusta | GA | 04/1996 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 10/2011 | Present |
| Self Employed | Brookfield | IL | 04/2011 | Present |
1)MARK W. ROGERS-BROOKFIELD, IL; INSURANCE PRODUCT SALES & PROVIDE FINANCIAL EDUCATION; OWNER/CONSULTANT; START DATE 4/2011; 8-10 HRS/MNTH; 0 HOURS DURING TRADING; IR. 2) AUGUSTA NATIONAL GOLF CLUB-AUGUSTA, GA; MASTERS GOLF TOURNAMENT; TOURNAMENT TEMP EMPLOYEE/MANAGER, OUTDOOR GOLF SHOP; START DATE 4/96; 100 HRS DURING WEEK OF TOURNAMENT; 35 HRS/YR DURING TRADING; NIR.3) MEMBER, BOARD OF EDUCATION;LYONS ELEMENTARY SCHOOL DISTRICT 103;4100 S. JOLIET AVENUE LYONS, IL 60534; NOT INVESTMENT RELATED;K-8 ELEMENTARY SCHOOL;MEMBER, BOARD OF EDUCATION DISTRICT; NUMOF HRS/MTH BUS:6 NUM OF HRS/MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS:0 4)VILLAGE OF BROOKFIELD;8820 BROOKFIELD AVENUE BROOKFIELD, IL 60513;4/20/2015; TRUSTEE/CO-TRUSTEE/MUNICIPAL GOVERNMENT;NOT INVESTMENT RELATED; COMMITTEE MEMBER;NUM OF HRS/MTH DEVOTED TO THIS BUS:10 ; DURING TRADING HRS:0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-12 |
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