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.

Current firm

PLANMEMBER SECURITIES CORPORATION

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 22, 2019

First registration

Jan 13, 2021

Dual registered

yes, broker-dealer

Other names

Shannon Marie Schotte|Shannon Marie Schoenborn|Shannon Marie Davis

IAPD individual key

7117069

• Occurred

  Apr 8, 2026
  Advisor changed firm

  Shannon M. Davis left Retirement Plan Advisors, Llc for Planmember Securities Corporation (registered 2026-04-10)

  Form ADVobserved 6 days ago
• Occurred

  Feb 23, 2022
  Advisor changed firm

  Shannon M. Davis left Transamerica Financial Advisors, Llc for Retirement Plan Advisors, Llc (registered 2022-03-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bac1c60c-5436-37ff-835e-65c865b0040b

First observed

Jan 13, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.