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10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-20 |
Branch Locations
10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-22 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131 • United States
2555 Camino Del Rio South, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Distributors, Llc | Jersey City | NJ | 06/2015 | 10/2016 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2016 | Present |
| Superior Planning Financial Solutions Fka Calpro Network | San Diego | CA | 11/2016 | Present |
| Joseph Bauers Financial & Insurance Services, Inc. | San Diego | CA | 11/2016 | Present |
| Superior Planning Wealth Management & Family Office | San Diego | CA | 09/2024 | Present |
1) BSA Financial Network and Insurance Services, Inc dba Superior Planning Financial Solutions fka CALPRO Network Financial Services; 10085 Carroll Canyon Road , Suite 150, San Diego, CA 92131; Investment related; Securities & insurance sales & svcs; Financial Advisor; Start date 11/16; 160 hrs/mnth & during trading. 2) Joseph Bauers Financial & Insurance Services, Inc.; 10085 Carroll Canyon Road , Suite 150, San Diego CA 92131; Agent; fixed insurance sales and service; Start date 11/2016; 5 hrs/mo; 3 hrs/mo during trading; IR 3) BGLS HOLDINGS LLC; 10085 Carroll Canyon Rd, San Diego CA 92131; Start date 5/15/24; Owner/Member; holding company for interest in 10085 Carroll Canyon LLC; 0 hrs/mo; 0 hrs/mo during trading; NIR 4) 10085 CARROLL CANYON, LLC; 10085 Carroll Canyon, San Diego CA 92131; Start date 5/3/2023; Owner/Member; Holding company for commercial real estate purchase including 10085 Carrol Canyon in San Diego CA; 0 hrs/mo; 0 hrs/mo during trading; NIR 5) PlanMember Securities, Registered Representative, 6187 CARPINTERIA AVENUE, Carpinteria, CA 93013, 5 hours/month during trading. 10) Superior Planning LLC dba Superior Planning Wealth Management & Family Office (SPWMFO); 10085 Carroll Canyon Rd, 150, San Diego CA 92131; Start date 09/01/2024; Owner/Investment Advisor Representative; Registered Investment Advisory Firm; 5 hrs/mo; 5 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-03 |
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