DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PLANMEMBER SECURITIES CORPORATION
Carpinteria, CA | Sewell, NJ
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 |
|---|---|---|---|---|---|---|
| PLANMEMBER SECURITIES CORPORATION | Independent wealth | Aug 21, 2023 | n/a | yes | Carpinteria, CA|Sewell, NJ | Current employment |
| TLG ADVISORS, INC. | Bd affiliated wealth | Apr 7, 2021 | Dec 31, 2022 | no | SUMMIT, NJ|Minneapolis, MN | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Mar 5, 2014 | May 2, 2019 | no | MINNEAPOLIS, MN|MOUNT LAUREL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TLG ADVISORS, INC. | PLANMEMBER SECURITIES CORPORATION | Dec 31, 2022 | Aug 21, 2023 | 233 | Firm change | Ibd to RIA |
| QUESTAR ASSET MANAGEMENT, INC. | TLG ADVISORS, INC. | May 2, 2019 | Apr 7, 2021 | 706 | Firm change after gap | Ibd to ibd |