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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-04-10 |
Branch Locations
2665 E Tudor Rd., Suite 202, Anchorage, AK 99507 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mc Kinley Capital Management | Anchorage | AK | 01/1998 | 12/2023 |
| Planmember Securities Corporation | Carpinteria | CA | 04/2024 | Present |
| Veritas Wealth Management | Anchorage | AK | 04/2024 | Present |
| Thrive Assisted Living, Llc | Anchorage | AK | 02/2019 | Present |
| Brandon Rinner (Self Employed) | Anchorage | AK | 06/2022 | Present |
| Zo Financial, Llc | Wasilla | AK | 06/2022 | Present |
| Pure Poison Llc Dba Antidote | Anchorage | AK | 02/2024 | Present |
1) Veritas Wealth Management-2665 E. Tudor Rd., #202, Anchorage, AK 99507; Investment related; Provide financial planning services as well as selling and servicing of advisory products; Financial Planner / Financial Advisor; Start date 4/2024; 120 hrs/mnth & during trading. 2) Thrive Assisted Living, LLC-9435 Nickell Circle, Anchorage, AK 99507; Noninvestment related; Assisted Living home; Owner; Start date 2/2019; 10 hrs/mnth & during trading. 3) Brandon Rinner (self-employed)-7101 Theresa Mae Circle, Anchorage, AK 99507; Noninvestment related; Business Consulting pertaining to structure, strategy and locations; Owner; Start date 6/2022; 5 hrs/mnth & during trading. 4) Zo Financial, LLC-3035 E. Palmer-Wasilla Hwy., Ste. 601, Wasilla, AK 99654; Noninvestment related; Alaska-based Lease-To-Own company; Board of Directors; Start date 6/2022; 5 hrs/mnth & during trading. 5) Pure Poison LLC dba Antidote-1430 Northbluff Dr, Anchorage, AK 99501; Noninvestment related; Vitamins & supplements; Board of Directors; Start date 2/2024; 2 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-04 |
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