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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-15 |
| AK | RA | APPROVED | 2008-01-14 |
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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 10/2007 | Present |
| Veritas Wealth Management | Anchorage | AK | 01/2015 | Present |
| Planmember Securities Corporation | Anchorage | AK | 09/2013 | Present |
| Veritas Wealth Solutions | Anchorage | AK | 06/2021 | Present |
| Forging Financial Freedom - Book | Anchorage | AK | 04/2024 | Present |
1) CHAD HUFFORD: 2665 E Tudor Rd., Suite 202, Anchorage, AK 99507;START DATE: 9/1/2012;FIXED INSURANCE PRODUCTS; APPROX. NUM OF HRS/MTH DEVOTED TO THIS BUS:25 ;APPROX. NUM OF HRS/MTH DEVOTED TO THIS BUS.DURING TRADING HOURS:25 IR; 2)VERITAS WEALTH MANAGEMENT; 2665 E Tudor Rd., Suite 202, Anchorage, AK 99507; OWNER; START DATE 1/8/2015; SECURITIES AND INSURANCE SALES AND SERVICE; IR; 170 HRS/MO; 85 HRS/MO DURING TRADING. 3)CHAD HUFFORD DBA DAVE RAMSEY INVESTING ENDORSED LOCAL PROVIDOR (ELP); PROPRIETOR; 2665 E Tudor Rd., Suite 202, Anchorage, AK 99507; START DATE 1/20/15; PROVIDE INVESTMENT ADVICE AS AN INVESTMENT ENDORSED LOCAL PROVIDER; 5 HRS/MO; 5 HRS/MO DURING TRADING; IR. 4.)Investment Related Activity NEA Member Benefits 2665 E Tudor Rd., Suite 202, Anchorage, AK 99507; (907)-561-2462 start 8/20/2015 Provide Retirement Planning; Chad Hufford owner; 10 hrs/mo during trading; 20K/annual comp . 5) Veritas Wealth Solutions; 2665 E Tudor Rd, Ste 202, Anchorage AK 99507; Start Date 6/1/2021; Proprietor/Employee; Employee leasing company set up for accounting, tax and liability purposes to lease employees to Veritas Wealth Management.; 150 hrs/mo 150 hrs/mo during trading; NIR 6) Chad Hufford; 10565 Shivalik Cir, Anchorage AK 99507; Start Date 4/27/2024; Author; write and promote the Book Forging Financial Freedom; 10 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-09 |
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