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Advisor at PLANMEMBER SECURITIES CORPORATION
San Diego, CA | SAN DIEGO, CA | Carpinteria, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE | Independent wealth | Sep 20, 2024 | n/a | yes | SAN DIEGO, CA | Current employment |
| PLANMEMBER SECURITIES CORPORATION | Independent wealth | Nov 22, 2016 | n/a | yes | Carpinteria, CA|San Diego, CA|San Diego, CA | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Dec 31, 2001 | Jun 3, 2015 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | PLANMEMBER SECURITIES CORPORATION | Jun 3, 2015 | Nov 22, 2016 | 538 | Firm change after gap | Other |