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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-15
AK RA APPROVED 2008-01-14
  • TX RA
    APPROVED_RES
    Since 2021-11-15
  • AK RA
    APPROVED
    Since 2008-01-14

Branch Locations

2665 E Tudor Rd., Suite 202, Anchorage, AK 99507 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • 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 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
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-09
  • S66 Uniform Combined State Law Examination
    2008-01-09

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