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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-02-23 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Portland, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 10/1995 | 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 |
| Mustard Financial Services, Inc. | Portland | OR | 01/1998 | Present |
| James P. Mustard | Portland | OR | 09/1974 | Present |
1) United Financial Northwest LLC-1400 NW Marshall St. #331 Portland OR 97209; Investment related; Securities & Insurance sales & services; Representative/Owner; start date 2/17; 158 hrs/mnth & during trading. 2) Mustard Financial Services, Inc-1400 NW Marshall St. #331 Portland OR 97209; investment related; Banking-for payment business expenses only; President; Start date 1/98; 158 hrs/mnth & during trading. 3) James P. Mustard (self employed)-1400 NW Marshall St #331 Portland OR 97209; Investment related; Insurance sales & services; Insurance Agent; Start date 9/74; 1 hr/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-30 |
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