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Current Employers
Cs Planning Corp

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-11
WA RA APPROVED 2023-03-20
  • TX RA
    APPROVED_RES
    Since 2025-02-11
  • WA RA
    APPROVED
    Since 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

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-03-03
  • WA RA
    APPROVED
    Since 2022-03-03

Branch Locations

667 Grant Road, Suite 1, East Wenatchee, WA 98802 • 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
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
  • 10/2021 → Present
    Financial Alternatives
    East Wenatchee, WA
  • 07/1995 → 05/2018
    Na - Not Employed
    Republic, WA
  • 05/2018 → 01/2022
    Bronze Star, Inc.
    Tonasket, WA
  • 05/2018 → 01/2022
    Blue And White Orchards, Inc.
    Tonasket, WA
  • 01/2022 → 12/2022
    Blue And White Orchards, Inc.
    Tonasket, WA
  • 01/2022 → 12/2022
    Bronze Star, Inc.
    Tonasket, WA
  • 03/2023 → Present
    East Wenatchee, WA
  • 11/2021 → Present
    East Wenatchee, WA
  • 03/2022 → Present
    East Wenatchee, WA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-03
  • S66 Uniform Combined State Law Examination
    2022-03-03
Other Names
  • Lisa K. Mccullough
  • Lisa Grass
  • Lisa Kay Mccullough

View on SEC IAPD

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