SR
Steven R Hanson
CRD 4854600
Firms
| Firm | Role | As of |
|---|---|---|
| Planmember Securities Corporation | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (4)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Civicorps | Officer/Director | — | 06/30/2024 |
| California Association Of Business Brokers | Officer/Director | — | 12/31/2024 |
| Association For The Preservation Of The Presidential Yacht Potomac | Officer/Director | — | 12/31/2024 |
| Lake Merritt Breakfast Club Foundation | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Planmember Securities Corporation
Chief Financial Officer / Finops · Less than 5% · Dec 2024
-
Planmember Asset Management Corporation
Chief Financial Officer / Finops · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗