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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

667 Grant Road, Ste 1, East Wenatchee, WA 98802 • United States

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

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2014-06-09
  • WA RA
    APPROVED
    Since 2014-06-09

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

667 Grant Road, Suite 1, East Wenatchee, WA 98802 • 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
Planmember Securities Corporation Carpinteria CA 06/2014 Present
Financial Alternatives, Llc East Wenatchee WA 06/2014 Present
Cs Planning Corp. Portland OR 03/2023 Present
Self-Employed East Wenatchee WA 06/2007 Present
Planmember Securities Corporation Capinteria CA 06/2014 Present
Previous Registrations
Other Businesses

1) FINANCIAL ALTERNATIVES, LLC- 667 Grant Road, Suite 1, East Wenatchee, WA 98802; INVESTMENT RELATED; FINANCIAL/INVESTMENT & INSURANCE SALES & SVCS; REPRESENTATIVE; START DATE 6/14; 80 HRS/MNTH; 40 HRS/MNTH DURING TRADING. 2) PlanMember Securities Corporation - Carpinteria, California; Investment related; registered as an Investment Advisor Representative and Registered Representative, start date 6/14; 80 hrs/mnth & during trading. 3)CS Planning Corp DBA Financial Alternatives; 667 Grant Rd. STE 1, East Wenatchee WA 98802; Start Date 03/2023; Investment Advisor Representative (IAR); Provide investment/retirement planning and advisory products as an IAR through CS Planning; 160 hrs/mo; 80 hrs/mo during trading; IR 4) Cashmere School Board; 210 S. Division St., Cashmere WA 98815; Start Date 10/24/2022; Board Chairperson; One of five school board members for Cashmere Public Schools in Washington State; 4 hrs/mo; 2 hrs/mo during trading; NIR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-02
  • S66 Uniform Combined State Law Examination
    2012-11-02

View on SEC IAPD

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