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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
667 Grant Road, Ste 1, East Wenatchee, WA 98802 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-09-05 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
667 Grant Road, Suite 1, East Wenatchee, WA 98802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
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