PLANMEMBER SECURITIES CORPORATION X-17A-5 (2025-02-27) — Broker-dealer annual report

Full text of PLANMEMBER SECURITIES CORPORATION's X-17A-5 filed 2025-02-27 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

{0}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 > ANNUAL REPORTS FORM X-17A-5 PART Ill > > FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 FILING FOR THE PERIOD BEGINNING 01/01/2024 AND ENDING 12/31/2024 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME oF FIRM : Plan Member Securities Corporation TYPE OF REGISTRANT (check all applicable boxes): (!] Broker-dealer 0 Security-based swap dealer 0 Check here if respondent is also an OTC derivatives dealer 0 Major security-based swap participant ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 6187 Carpinteria Ave | | {No. and Street) | | | | |--------------------------------------------------|--------------------------------|---------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--| | | | | 93013 | | | | (State) | | (Zip Code) | | | | | | | | | | | | steve@planmember.com | | | | | | (Email Address) | | | | | | | | | | | | | | | | Glendale | CA | 91203 | | | | {City) | (State} | (Zip Code} | | | | | 261 | | | | | | | | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable} | | | | FOR OFFICIAL USE ONLY | | | | | | 550 N. Brand Blvd., 14th Floor | CA<br>PERSON TO CONTACT WITH REGARD TO THIS FILING<br>(805) 684-1199<br>(Area Code- Telephone Number)<br>Hutchinson & Bloodgood | B. ACCOUNTANT IDENTIFICATION<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>(Name - if individual, state last, first, and middle name) | | • Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently vallld OMB control number. | OMB APPROVAL | | | | |--------------------------|--|--|--| | OMB Number: 3235-0123 | | | | | Expires: Nov. 30, 2026 | | | | | Estimated average burden | | | | | hours per re…

Read the full text as markdown

Other filings by this registrant

Original filing on SEC EDGAR (source of record)