Matthew James Hoffman

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2021-03-29

OR RA
APPROVED

Since 2021-03-29

Branch Locations

233 Sw Wilson Avenue, Suite 6, Bend, OR 97702 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

16577 Boones Ferry Rd., Ste 200, Lake Oswego, OR 97035 • United States

424 Ne Kearney Ave, Bend, OR 97701 • 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

Organization	City	State	From	To
Royal Alliance Associates, Inc.	Eugene	OR	05/2012	11/2020
Planmember Securities Corporation	Carpinteria	CA	11/2020	Present
United Financial Nw	Bend	OR	11/2020	Present
Matthew J. Hoffman (Self Employed)	Bend	OR	06/2012	Present

05/2012 → 11/2020

Royal Alliance Associates, Inc.

Eugene, OR
11/2020 → Present

Planmember Securities Corporation

Carpinteria, CA
11/2020 → Present

United Financial Nw

Bend, OR
06/2012 → Present

Matthew J. Hoffman (Self Employed)

Bend, OR

Other Businesses

1) United Financial NW-424 Ne Kearney Ave., Bend OR 97701; Investment related; Securities & insurance sales & svcs; Agent; Start date 11/2020; 145 hrs/mnth & during trading. 2) Matthew J. Hoffman (self employed)-424 Ne Kearney Ave., Bend OR 97701; Investment related; Insurance (life, variable, term) sales & svcs; Insurance Agent; Start date 6/2012; 20 hrs/mnth & during trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-29
S63	Uniform Securities Agent State Law Examination	2012-07-23

S65 Uniform Investment Adviser Law Examination

2021-03-29
S63 Uniform Securities Agent State Law Examination

2012-07-23