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Inactive

David Lawrence Armstrong

Cs Planning Corp

Portland, OR

Boston, MA

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Current Employers
Cs Planning Corp

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-09-07
MA RA APPROVED 2013-07-15
TX RA APPROVED 2013-07-12
  • NY RA
    APPROVED
    Since 2022-09-07
  • MA RA
    APPROVED
    Since 2013-07-15
  • TX RA
    APPROVED
    Since 2013-07-12

Branch Locations

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

90 Canal Street, 4Th Floor, Boston, MA 02114 • 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
Cs Planning Corp. Portland OR 06/2013 Present
Master Planners & Associates, Llc New Hartford NY 07/2022 Present
  • 06/2013 → Present
    Cs Planning Corp.
    Portland, OR
  • 07/2022 → Present
    Master Planners & Associates, Llc
    New Hartford, NY
Previous Registrations
  • 2009-08-07 → 2013-06-25
    Oristano Capital Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-06
S63 Uniform Securities Agent State Law Examination 1996-09-20
  • S65 Uniform Investment Adviser Law Examination
    2009-08-06
  • S63 Uniform Securities Agent State Law Examination
    1996-09-20
Other Names
  • David L Armstrong

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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