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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-10
OR RA APPROVED 2017-02-17
  • TX RA
    APPROVED_RES
    Since 2022-03-10
  • OR RA
    APPROVED
    Since 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

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
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
  • 08/2010 → 02/2017
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2017 → 02/2017
    Lincoln Investment
    Portland, OR
  • 02/2017 → Present
    Carpinteria, CA
  • 02/2017 → Present
    United Financial Northwest Llc
    Lake Oswego, OR
  • 02/2017 → Present
    Summit Financial
    Lake Oswego, OR
  • 08/2007 → Present
    Nick Hankerson (Self Employed)
    Portland, OR
  • 03/2021 → Present
    Haven Financial Group
    Salem, OR
  • 06/2020 → Present
    Nick Hankerson
    Portland, OR
  • 01/2023 → Present
    Cornerstone Financial Planning Group (Fpg)
    Lake Oswego, OR
Previous Registrations
  • 2010-08-18 → 2017-02-17
    Legend Advisory, Llc
    Portland, OR
    Palm Beach Gardens, FL
  • 2007-08-13 → 2010-08-05
    Tigard, OR
    Portland, OR
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-09
  • S66 Uniform Combined State Law Examination
    2007-08-09
Other Names
  • Nickolas R Hankerson
  • Nick Hankerson

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