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REED SPENCER MONTGOMERY
CRD#: 3266214
IA
Investment Adviser
B
Broker
PLANMEMBER SECURITIES CORPORATIONCRD#: 11869 15428 Civic Drive, Suite 200
Victorville, CA 92392
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2008 - Present (16 years)BMADISON AVENUE SECURITIES, INC. (CRD# 23224)2007 - 2008 (1 year)BNYLIFE SECURITIES INC. (CRD# 5167)2006 - 2007 (<1 year)BVERITRUST FINANCIAL, LLC (CRD# 106594)2002 - 2006 (3 years)BARAGON FINANCIAL SERVICES, INC. (CRD# 16023)2002 - 2002 (<1 year)BBROOKSTREET SECURITIES CORPORATION (CRD# 14667)2000 - 2001 (1 year)BARAGON FINANCIAL SERVICES, INC. (CRD# 16023)1999 - 2000 (1 year)
License(s)

State Registrations

B
Arizona 9/2/2021

B
Oregon 4/15/2024

B
California 4/21/2008

B
Texas 9/10/2012

IA
California 7/25/2008

B
Virginia 7/22/2024

B
Nevada 9/2/2021

B
Washington 9/2/2021

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PLANMEMBER SECURITIES CORPORATION (CRD#:11869)
15428 Civic Drive, Suite 200, Victorville, CA 92392
Registered with this firm since 7/25/2008

B
PLANMEMBER SECURITIES CORPORATION (CRD#:11869)
15428 Civic Drive, Suite 200, Victorville, CA 92392
Registered with this firm since 4/21/2008

Previous Registration(s)
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B
01/03/2007 - 04/18/2008 MADISON AVENUE SECURITIES, INC. (CRD#:23224) REDLANDS, CA
B
03/09/2006 - 01/08/2007 NYLIFE SECURITIES INC. (CRD#:5167) REDLANDS, CA
B
04/22/2002 - 02/17/2006 VERITRUST FINANCIAL, LLC (CRD#:106594) AUSTIN, TX
B
01/07/2002 - 04/22/2002 ARAGON FINANCIAL SERVICES, INC. (CRD#:16023) IRVINE, CA
B
10/13/2000 - 12/31/2001 BROOKSTREET SECURITIES CORPORATION (CRD#:14667) SAN JUAN CAPISTRANO, CA
B
09/28/1999 - 09/29/2000 ARAGON FINANCIAL SERVICES, INC. (CRD#:16023) IRVINE, CA
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B
Broker
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Investment Adviser
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.