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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| WA | RA | APPROVED | 2023-03-20 |
Branch Locations
667 Grant Road, Suite 1, East Wenatchee, WA 98802 • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-03-03 |
Branch Locations
667 Grant Road, Suite 1, East Wenatchee, WA 98802 • 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 |
|---|---|---|---|---|
| Financial Alternatives | East Wenatchee | WA | 10/2021 | Present |
| Na - Not Employed | Republic | WA | 07/1995 | 05/2018 |
| Bronze Star, Inc. | Tonasket | WA | 05/2018 | 01/2022 |
| Blue And White Orchards, Inc. | Tonasket | WA | 05/2018 | 01/2022 |
| Blue And White Orchards, Inc. | Tonasket | WA | 01/2022 | 12/2022 |
| Bronze Star, Inc. | Tonasket | WA | 01/2022 | 12/2022 |
| Cs Planning Corp. | East Wenatchee | WA | 03/2023 | Present |
| Planmember Securities Corporation | East Wenatchee | WA | 11/2021 | Present |
| Planmember Securities Corporation | East Wenatchee | WA | 03/2022 | Present |
1) Financial Alternatives-667 Grant Road, Suite 1, East Wenatchee, WA 98802; Investment related; Securities and insurance sales & services; Financial advisor; Start date 9/2021; 60 hrs/mnth & during trading. 2) CS Planning Corp, Investment-Related; Investment Advisor Representative (start 3/2023), financial advisory; 60 hours per month during trading. 3)CS Planning Corp DBA Financial Alternatives; 667 Grant Road, Suite 1 East Wenatchee WA 98802; Start Date 03/2023; Investment Advisor Representative (IAR); Provide investment/retirement planning and advisory products as an IAR through CS Planning; 60 hrs/mo; 60 hrs/mo during trading. IR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-03 |
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