Best Investors
Account
Sign in
Best Investors
Account
Sign in
1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-30 |
Branch Locations
1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smith, Robertson & Johnson | Sacramento | CA | 12/2000 | Present |
| Securities Service Network, Inc. | Folsom | CA | 12/2007 | 04/2018 |
1. Planned Solutions, Inc. - 1130 Iron Point Road, Suite 170 Folsom, CA 95630 - 06/2016 start date - Investment Related - Registered Investment Advisor that manages investment accounts for clients, offers financial planning, tax planning - financial planner - Private Corp - 10 hrs/mo trading 2. SMITH ROBERTSON & JOHNSON INSURANCE SERVICES - 1130 IRON POINT ROAD, SUITE 170 FOLSOM, CA 95630 - 01/2015 START DATE - NIR - INSURANCE AGENT, LICENSE STATE OF CA #0F24746. - VARIABLE ANNUITIES AND INSURANCE POLICIES FOR CLIENTS OF THE FIRM. - PRIVATE CORP - 12 HRS/MO TRADING 3. Trust - home address - 07/2000 - NIR - Successor Trustee and Beneficiary on the Trust - Currently no duties or obligations for the Trust. - Trust - 0 hrs/mo trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-16 |
Reach out to this advisor