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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-10 |
| OR | RA | APPROVED | 2017-02-17 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
16577 Boones Ferry Rd., Ste 200, Lake Oswego, OR 97035 • United States
4985 Battle Creek Road Se, Suite 120, Salem, OR 97302 • United States
424 Ne Kearney Ave, Bend, OR 97701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 08/2010 | 02/2017 |
| Lincoln Investment | Portland | OR | 01/2017 | 02/2017 |
| Planmember Securities Corporation | Carpinteria | CA | 02/2017 | Present |
| United Financial Northwest Llc | Lake Oswego | OR | 02/2017 | Present |
| Summit Financial | Lake Oswego | OR | 02/2017 | Present |
| Nick Hankerson (Self Employed) | Portland | OR | 08/2007 | Present |
| Haven Financial Group | Salem | OR | 03/2021 | Present |
| Nick Hankerson | Portland | OR | 06/2020 | Present |
| Cornerstone Financial Planning Group (Fpg) | Lake Oswego | OR | 01/2023 | Present |
1) United Financial Northwest LLC- 16577 SW Boones Ferry Ste. 200, Lake Oswego OR 97035; Investment related; Securities & Insurance Sales & Services; Agent/Co-Owner; Start date 2/17; 158 hrs/mnth & during trading. 2) Summit Financial-16577 SW Boones Ferry Ste. 200, Lake Oswego OR 97035; Investment related; Banking-entity used to pay business expenses & gather commissions; Owner; Start date 2/17; 158 hrs/mnth & during trading. 3) Nick Hankerson (self employed)-16577 SW Boones Ferry Ste. 200, Lake Oswego OR 97035; Investment related; Insurance sales & services; Agent; Start date 8/07; 3 hrs/mnth & during trading. 4)Haven Financial Group; 4985 Battle Creek Rd. SE Ste. 120, Salem OR 97302; start date 3/1/21; Owner/Agent; financial services; Securities and Insurance Sales and Service; 200 hrs/mo; 200 hrs/mo during trading; IR 5)NICK HANKERSON; 4551 SW Wood Pkwy, Portland OR 97219; START DATE: 06/01/2020; Owner; Passive Rental Property; 1 hr/mo; 0 hrs/mo during trading; NIR 6)CORNERSTONE Financial Planning Group (AKA Cornerstone FPG); 16577 Boones Ferry Rd., Ste 200, Lake Oswego OR 97035; START DATE: 01/25/2023; Owner; Oversee the Insurance and Securities sales and service conducted under this name; 1 hr/mo; 0 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-09 |
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