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RIA / WealthAdvisor37 years in industry

JAMES MICHAEL PLUMLEE

Advisor at CS PLANNING CORP

PORTLAND, OR | Dallas, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CS PLANNING CORP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 30, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 30, 1989
First registration: Mar 14, 2003
Dual registered: no
IAPD individual key: 1888210

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CS PLANNING CORP	Independent wealth	Jan 2, 2021	n/a	yes	Dallas, TX\|PORTLAND, OR	Current employment
COMMON SENSE PORTFOLIOS, LLC	n/a	Jan 5, 2018	Dec 31, 2021	no	DALLAS, TX	Previous registration
COMMON SENSE PORTFOLIOS, LLC	n/a	Jan 5, 2018	Dec 31, 2020	no	DALLAS, TX	Previous registration
COMMON SENSE PORTFOLIOS, LLC	n/a	Feb 4, 2015	Dec 31, 2017	no	DALLAS, TX	Previous registration
COMMON SENSE PORTFOLIOS, LLC	n/a	May 21, 2013	Dec 31, 2014	no	DALLAS, TX	Previous registration
ABSOLUTE ADVANTAGE PORTFOLIOS LLC	n/a	Apr 19, 2010	Dec 31, 2010	no	DALLAS, TX	Previous registration
NEWPORT FINANCIAL ADVISORS, INC.	n/a	Mar 14, 2003	Dec 31, 2008	no	DALLAS, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMON SENSE PORTFOLIOS, LLC	CS PLANNING CORP	Dec 31, 2021	Jan 2, 2021	-363	Firm change after gap	Other
ABSOLUTE ADVANTAGE PORTFOLIOS LLC	COMMON SENSE PORTFOLIOS, LLC	Dec 31, 2010	May 21, 2013	872	Firm change after gap	Other
NEWPORT FINANCIAL ADVISORS, INC.	ABSOLUTE ADVANTAGE PORTFOLIOS LLC	Dec 31, 2008	Apr 19, 2010	474	Firm change after gap	Other

Relationships

Registered with (4)

→ CS PLANNING CORPRegistered adviserregistration: current employment
Jan 2, 2021 to presentfactForm ADV
→ COMMON SENSE PORTFOLIOS, LLCRegistered adviserregistration: previous registration
Jan 5, 2018 to Dec 31, 2021factForm ADV
→ ABSOLUTE ADVANTAGE PORTFOLIOS LLCRegistered adviserregistration: previous registration
Apr 19, 2010 to Dec 31, 2010factForm ADV
→ NEWPORT FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 14, 2003 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.