X0405 TA-1/A 0001090027 XXXXXXXX 084-05822 true LIVE SEC PLANMEMBER SERVICES CORP /TA PLANMEMBER SERVICES CORP /TA 507475 6187 Carpinteria Avenue Carpinteria CA 93013 N 805-684-1199 N N N N Corporation Jon M. Ziehl 09/01/1984 Director/CEO/President C true Terrall J. Janeway 10/01/1998 EVP/Chief Operating Officer NA true Sean P. Haley 03/08/2019 FVP & Chief Compliance Officer NA Byron F. Bowman 04/01/2015 Secretary/General Counsel NA true PlanMember Financial Corporation 12/01/1991 Direct Owner E Equitable Distribution Holding Corp 02/14/2013 Indirect Owner C Steven R. Hansen 05/21/2022 Chief Financial Officer NA N N N N N N N N N N N N N N N N N N N N N N N N Byron F. Bowman 805-684-1199 Secretary/General Counsel 03/17/2026