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Reading the graph
Advisor at PLANMEMBER SECURITIES CORPORATION
Carpinteria, CA | SAN DIEGO, CA | San Diego, CA | Lafayette, CO
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 | Oct 2, 2025 | n/a | yes | SAN DIEGO, CA | Current employment |
| PLANMEMBER SECURITIES CORPORATION | Independent wealth | Apr 5, 2017 | n/a | yes | San Diego, CA|Carpinteria, CA|Lafayette, CO | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 11, 2013 | Jan 11, 2017 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | PLANMEMBER SECURITIES CORPORATION | Jan 11, 2017 | Apr 5, 2017 | 84 | Firm change | Other |