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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-03-20 |
Branch Locations
3395 Sw Garden View Ave, Portland, OR 97225 • United States
1212 N. Washington Street, Suite 116, Spokane, WA 99201 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-06-04 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
1212 N. Washington St., Suite 116, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Spokane | WA | 09/2014 | 06/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2018 | Present |
| Hydrofab Northwest | Spokane Valley | WA | 09/2012 | 03/2017 |
| Financial Alternatives Llc | Spokane | WA | 06/2018 | Present |
| Bryan Dearden (Self Employed) | Spokane | WA | 12/2011 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 06/2018 | Present |
| Cs Planning Corp. | Portland | OR | 03/2023 | Present |
1) Financial Alternatives LLC- 1212 N Washington St Suite 116 Spokane, WA 99201; Investment related; Investments and Insurance sales & svcs; Agent; Start date 6/18; 80 hrs/mnth & during trading. 2) PlanMember Securities Corporation; Investment-Related; ?nancial advisory and investments; start date 6/2018; 80 hrs/mnth & during trading. 3) Bryan Dearden (self employed)-1212 N Washington St Suite 116 Spokane, WA 99201; Investment related; Insurance (fixed) sales & svcs; Insurance Agent; Start date 12/11; 10 hrs/mnth & during trading. 4) DEBRTO, LLC - 1221 W Railroad Alley #11, Spokane, WA 99201; not investment-related; managing banking and ?nancial records; Partner; Start date 6/2021; 6 hrs per month (not during trading) 5) Northpoint Ventures - 9708 N. Nevada St., Spokane, WA 99218; not investment-related; Partner/owner of office building; start date 9/2009; attend meetings 1 hr per month (not during trading) 6)CS Planning Corp DBA Financial Alternatives; 1212 N Washington St. Suite 116, Spokane WA 99201; Start Date 03/2023; Investment Advisor Representative (IAR); Provide investment/retirement planning and advisory products as an IAR through CS Planning; 80 hrs/mo; 80 hrs/mo during trading. IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-07 |
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