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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-14 |
| AK | RA | APPROVED | 2021-07-15 |
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 |
|---|---|---|---|---|
| Accusource/Stp Investment Services | West Chester | PA | 12/2009 | 01/2021 |
| Ashley Kettler, Od, Llc Dba Summit Eye Care | Anchorage | AK | 04/2020 | Present |
| Veritas Wealth Management | Anchorage | AK | 06/2021 | 07/2021 |
| Veritas Wealth Management | Anchorage | AK | 07/2021 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 07/2021 | Present |
1) Veritas Wealth Management-2665 E Tudor Rd., Suite 202, Anchorage, AK 99507; Investment Related; Investment & Financial Planning Services; Financial Planner/ Investment Advisor Representative; Start date 7/2021; 140 hrs/mnth; 50 hrs/mnth during trading. 2) Ashley Kettler, OD, LLC dba Summit Eye Care-2211 East Northern Lights Blvd., Suite 202, Anchorage, AK, 99508; Noninvestment related; Primary Eye Care/Accounting, HR, general strategy implementation; Business Manager; Start date 4/2020; 80 hrs/mnth; 10 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
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