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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
667 Grant Road, Ste 1, East Wenatchee, WA 98802 • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-06-09 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
667 Grant Road, Suite 1, East Wenatchee, WA 98802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-02 |
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