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SUSAN KAY MACK
SUSAN IVY, SUSAN MACK, SUSAN MACK-MUNFORD, SUSAN WILLIAMS
CRD#: 5231597
IA
Investment Adviser
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Broker
PLANMEMBER SECURITIES CORPORATIONCRD#: 11869 Corsicana, TX
Registration History
20082010201220142016201820202022202420262 FIRMS2014 - 2014 (<1 year)2 FIRMS2015 - Present (9 years)BWELLS FARGO ADVISORS, LLC (CRD# 19616)2008 - 2013 (5 years)IAWELLS FARGO ADVISORS, LLC (CRD# 19616)2009 - 2013 (4 years)
License(s)

State Registrations

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California 7/6/2015

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Texas 12/20/2023

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California 7/6/2015

IA
Texas 12/21/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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PLANMEMBER SECURITIES CORPORATION (CRD#:11869)
Corsicana, TX
Registered with this firm since 7/6/2015

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PLANMEMBER SECURITIES CORPORATION (CRD#:11869)
Corsicana, TX
Registered with this firm since 7/6/2015

Previous Registration(s)
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09/29/2014 - 11/18/2014 MORGAN STANLEY (CRD#:149777) SHERMAN OAKS, CA
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09/29/2014 - 11/18/2014 MORGAN STANLEY (CRD#:149777) SHERMAN OAKS, CA
IA
07/31/2009 - 08/13/2013 WELLS FARGO ADVISORS, LLC (CRD#:19616) PASADENA, CA
B
05/02/2008 - 08/13/2013 WELLS FARGO ADVISORS, LLC (CRD#:19616) PASADENA, CA
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B
Broker
IA
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.