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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-05-05 |
| TX | RA | APPROVED_RES | 2021-04-27 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
4985 Battle Creek Road Se, Suite 120, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Beaverton | OR | 10/2012 | 09/2018 |
| Edward Jones | Saint Louis | MO | 10/2018 | 04/2021 |
| Planmember Securities Corporation | Carpinteria | CA | 04/2021 | Present |
| Haven Financial Group | Salem | OR | 04/2021 | Present |
| Matthew W. Guyette (Self Employed) | Salem | OR | 05/2006 | Present |
1) Haven Financial Group-4985 Battle Creek Rd Se, Ste 120, Salem, OR 97302; Investment related; Securities & insurance sales & svcs; Advisor; Start date 4/2021; 200 hrs/mnth & during trading. 2) Matthew W. Guyette (self employed)-5230 Kali St. SE, Salem, OR 97306; Investment related; Insurance (life, variable, health) sales & svcs; Insurance Agent; Start date 5/2006; 20 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-08 |
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