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Current Employers
Cs Planning Corp

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-03-20
  • WA RA
    APPROVED
    Since 2023-03-20

Branch Locations

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

667 Grant Road, Ste 1, East Wenatchee, WA 98802 • United States

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-09-05
  • WA RA
    APPROVED
    Since 2019-09-05

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

667 Grant Road, Suite 1, East Wenatchee, WA 98802 • 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
Planmember Securities Corporation Carpinteria CA 07/2019 Present
Financial Alternatives East Wenatchee WA 07/2019 Present
Wishkah River Distillery Aberdeen WA 02/2012 07/2019
Joshua Mayr East Wenatchee WA 10/2019 Present
Cs Planning Corp. Portland OR 03/2023 Present
Planmember Securities Corporation Carpinteria CA 09/2019 Present
Eastmont School District East Wenatchee WA 09/2024 Present
  • 07/2019 → Present
    Carpinteria, CA
  • 07/2019 → Present
    Financial Alternatives
    East Wenatchee, WA
  • 02/2012 → 07/2019
    Wishkah River Distillery
    Aberdeen, WA
  • 10/2019 → Present
    Joshua Mayr
    East Wenatchee, WA
  • 03/2023 → Present
    Portland, OR
  • 09/2019 → Present
    Carpinteria, CA
  • 09/2024 → Present
    Eastmont School District
    East Wenatchee, WA
Other Businesses

1) Financial Alternatives- 667 Grant Road, Suite 1, East Wenatchee, WA 98802; Investment related; Securities sales & svcs; Financial Advisor; Start date 7/19; 80 hrs/mnth & during trading. 2) Joshua Mayr; 667 Grant Road, Suite 1, East Wenatchee, WA 98802; Start date 10/30/2019; Agent/Producer; Insurance sales and service; 20 hrs/mo; 20 hrs/mo during trading; IR 3) PlanMember Securities Corporation; Investment-Related, Investment Advisor Representative and Registered Representative; Securities sales & svcs; Financial Advisor; Start date 7/19; 80 hrs/mnth & during trading. 4)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; 160 hrs/mo; 80 hrs/mo during trading. IR 5) Eastmont School District; 600 N. James Ave. East Wenatchee WA 98802; Start Date 9/18/2024; Football Coach; coach football for 7th graders; 60 hrs/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-04
  • S66 Uniform Combined State Law Examination
    2019-09-04
Other Names
  • Joshua J. Mayr

View on SEC IAPD

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