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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-03 |
| AZ | RA | APPROVED | 2020-11-12 |
Branch Locations
7231 E. Princess Blvd Suite 201, Scottsdale, AZ 85255 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Equities, Inc | Wilmington | DE | 09/2012 | 08/2020 |
| Coastal Investment Advisors | Wilmington | DE | 09/2012 | 08/2020 |
| Cs Planning Corp. | Portland | OR | 08/2020 | Present |
| Redstone Capital Management, Llc | Scottsdale | AZ | 11/2014 | Present |
1. Truchoice Financial Life Insurance Brokerage - LIFE AND DISABILITY INSURANCE SALES; <10 hrs./mo; 0hrs during trading hours; Life Insurance Agent; Oct 2012-Present
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-05-03 |
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