Adviser and broker representative · Planmember Securities Corporation
Joshua J. Mayr
CRD 7150306 · Carpinteria, CA
At a glance
Joshua J. Mayr is an investment adviser representative with Planmember Securities Corporation in Carpinteria, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2019, about 7 years ago. Joshua is also registered as a broker representative.
Current advisory firms
- Planmember Securities CorporationSince September 2019Carpinteria, CA · $10B in regulatory assets
- Cs Planning Corp.Since March 2023East Wenatchee, WA · $2.0B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joshua’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.