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Detailed Report
ELIHU HERTZL WOOLFSON
ELIHO HERTZL WOOLFSON, ELIHU HEATZL WOOLFSON
CRD#: 2284291
IA
Investment Adviser
B
Broker
PLANMEMBER SECURITIES CORPORATIONCRD#: 11869 1104 NIKKI VIEW DRIVE
BRANDON, FL 33511
Registration History
19952000200520102015202020252 FIRMS2004 - 2005 (1 year)2 FIRMS2005 - 2005 (<1 year)2 FIRMS2005 - 2006 (<1 year)2 FIRMS2006 - Present (18 years)BLOCUST STREET SECURITIES, INC. (CRD# 1703)2000 - 2004 (3 years)BUNITED SECURITIES ALLIANCE, INC. (CRD# 36487)1997 - 2000 (2 years)BH.D. VEST INVESTMENT SECURITIE... (CRD# 13686)1992 - 1997 (4 years)IALOCUST STREET SECURITIES, INC. (CRD# 1703)2003 - 2004 (<1 year)
License(s)

State Registrations

B
Delaware 8/8/2006
B
Indiana 5/30/2014
B
Florida 8/8/2006
B
Pennsylvania 8/8/2006
IA
Florida 8/9/2006

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PLANMEMBER SECURITIES CORPORATION (CRD#:11869)
1104 NIKKI VIEW DRIVE, BRANDON, FL 33511
Registered with this firm since 8/9/2006
B
PLANMEMBER SECURITIES CORPORATION (CRD#:11869)
1104 NIKKI VIEW DRIVE, BRANDON, FL 33511
Registered with this firm since 8/8/2006
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 10/04/2005 - 08/10/2006 LINCOLN INVESTMENT PLANNING, INC (CRD#:519) BRANDON, FL
B
 09/27/2005 - 08/10/2006 LINCOLN INVESTMENT PLANNING, INC. (CRD#:519) BRANDON, FL
IA
 01/24/2005 - 09/26/2005 PLANMEMBER SECURITIES CORPORATION (CRD#:11869) BRANDON, FL
B
 01/20/2005 - 09/26/2005 PLANMEMBER SECURITIES CORPORATION (CRD#:11869) CARPINTERIA, CA
IA
 01/01/2004 - 01/07/2005 ING FINANCIAL PARTNERS, INC (CRD#:2882) WEST CONSHOCK, PA
B
 01/01/2004 - 01/07/2005 ING FINANCIAL PARTNERS, INC. (CRD#:2882) WINDSOR, CT
IA
 04/28/2003 - 01/01/2004 LOCUST STREET SECURITIES, INC. (CRD#:1703) W. CONSHOHOCKEN, PA
B
 06/15/2000 - 01/01/2004 LOCUST STREET SECURITIES, INC. (CRD#:1703) DES MOINES, IA
B
 08/19/1997 - 06/15/2000 UNITED SECURITIES ALLIANCE, INC. (CRD#:36487) GREENWOOD VILLAGE, CO
B
 10/27/1992 - 08/25/1997 H.D. VEST INVESTMENT SECURITIES, INC. (CRD#:13686) DALLAS, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.