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Current Employers
Cs Planning Corp

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-03-20
  • WA RA
    APPROVED
    Since 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

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-06-04
  • WA RA
    APPROVED
    Since 2018-06-04

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

1212 N. Washington St., Suite 116, Spokane, WA 99201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2014 → 06/2018
    Voya Financial Advisors
    Spokane, WA
  • 06/2018 → Present
    Carpinteria, CA
  • 09/2012 → 03/2017
    Hydrofab Northwest
    Spokane Valley, WA
  • 06/2018 → Present
    Financial Alternatives Llc
    Spokane, WA
  • 12/2011 → Present
    Bryan Dearden (Self Employed)
    Spokane, WA
  • 06/2018 → Present
    Carpinteria, CA
  • 03/2023 → Present
    Portland, OR
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-31
S63 Uniform Securities Agent State Law Examination 2011-09-07
  • S65 Uniform Investment Adviser Law Examination
    2017-01-31
  • S63 Uniform Securities Agent State Law Examination
    2011-09-07

View on SEC IAPD

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