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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
3395 Sw Garden View Ave, Portland, OR 97225 • United States
1212 N. Washington Street, Suite 116, Spokane, WA 99223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Beaverton | OR | 11/2015 | 02/2019 |
| Foresters Advisory Services | Beaverton | OR | 11/2017 | 02/2019 |
| Planmember Securities Corporation | Carpinteria | CA | 02/2019 | 02/2026 |
| Financial Alternatives | Spokane | WA | 06/2019 | Present |
| Ryan Jordan (Self Employed) | Spokane | WA | 02/2015 | Present |
| Cs Planning Corp. | Portland | OR | 03/2023 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 02/2019 | 02/2026 |
1) Financial Alternatives - 1212 N. Washington St., Suite 116, Spokane, WA 99201; Investment related; Investments and insurance sales & services; Representative/Agent/Affiliate; Start date 2/19; 120 hrs/mnth; 80 hrs/mnth during trading. 2) Ryan Jordan (self employed) - 1212 N. Washington St., Suite 116, Spokane, WA 99201; Investment related; Insurance sales & services; Representative/Agent; Start date 2/19; 40 hrs/mnth; 20 hrs/mnth during trading. 3) CS Planning Corp DBA Financial Alternatives; 1212 N. Washington St. Suite 116, Spokane WA 99201; Start Date 03/2023; Investment Advisor Representative (IAR); Provide investment/retirement planning and advisory products as an IAR through CS Planning; 80 hrs/mo; 80 hrs/mo during trading. IR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-18 |
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