DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PLANMEMBER SECURITIES CORPORATION
Carpinteria, CA | San Diego, CA | SAN DIEGO, 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 | Dec 10, 2024 | n/a | yes | SAN DIEGO, CA | Current employment |
| PLANMEMBER SECURITIES CORPORATION | Independent wealth | Apr 29, 2021 | n/a | yes | San Diego, CA|Carpinteria, CA | Current employment |
| U.S. BANCORP ADVISORS, LLC | Bd affiliated wealth | Aug 22, 2013 | Dec 2, 2020 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|LEMON GROVE, CA|SAN DIEGO, CA|EL CAJON, CA|SAN DIEGO, CA|SAN DIEGO, CA|SANTEE, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. BANCORP ADVISORS, LLC | PLANMEMBER SECURITIES CORPORATION | Dec 2, 2020 | Apr 29, 2021 | 148 | Firm change | Ibd to RIA |