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6187 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-21 |
| WA | RA | APPROVED | 2022-02-04 |
Branch Locations
6187 Carpinteria Avenue, Carpinteria, CA 93013 • United States
16577 Boones Ferry Rd., Ste 200, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Town & Country Market/Shoreline Central Market | Shoreline | WA | 11/2007 | 07/2022 |
| Amway Dba Byrdhouse Enterprise | Shoreline | WA | 12/2015 | 09/2018 |
| Lodestar Wealth Management | Shoreline | WA | 04/2016 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 07/2016 | Present |
| United Financial Nw | Lake Oswego | OR | 07/2022 | Present |
1) Lodestar Wealth Management-19606 1st Ave. Nw, Shoreline WA 98177; Investment related; Securities & Insurance sales & svcs; Representative; Start date 4/16; 100 hrs/mnth & during trading. 2)UNITED FINANCIAL NW; 16577 SW Boones Ferry Suite #200, Lake Oswego OR 97035, United States; START DATE: 07/25/2022; Financial Advisor; Insurance and securities sales and service; 160 rs/mo; 160 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
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