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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2022-02-16 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
2665 E Tudor Rd., Suite 202, Anchorage, AK 99507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchorage School District / King Tech High School | Anchorage | AK | 10/2009 | 06/2024 |
| Planmember Securities Corporation | Carpinteria | CA | 02/2022 | Present |
| Veritas Wealth Management | Anchorage | AK | 02/2022 | Present |
| Gp Tactical & Fabrication | Anchorage | AK | 01/2012 | Present |
1) Veritas Wealth Management-2665 E. Tudor Rd., Suite 202, Anchorage, AK 99507; Investment related; Financial sales & svcs; Investment Advisor Representative; Start date 2/2022; 20 hrs/mnth & during trading. 2) GP Tactical & Fabrication - 2430 Sunny Circle, Anchorage, AK 99502; Noninvestment related; Sporting Goods Sales; Owner; Start date 1/2012; 2 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-23 |
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