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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
1420 Rocky Ridge Drive #140 , Roseville, CA 95661 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Kestra Financial, Inc. | Walnut Creek | CA | 05/2026 | Present |
| Comerica Securities, Inc. | Sacramento | CA | 01/2016 | 01/2024 |
| Ameriprise Financial Services, Llc | Sacramento | CA | 11/2023 | 12/2023 |
| Capital Planning Advisors Llc | Roseville | CA | 01/2024 | 05/2026 |
| Bedell Frazier Investment Counselling | Walnut Creek | CA | 02/2026 | 05/2026 |
1) Capital Independent Insurance Services 2) Investment Related 3) 1420 Rocky Ridge Dr Suite 140, Roseville CA 95661 4) Insurance Company 5) Insurance Agent 6) Start Date: January 2, 2024 7) 4 Hours/Month devoted to other business 8) 0 Hours/Month during securities trading hours 9) Assess Client Needs for Insurance Solutions. Capital Planning Advisors; Investment-related; 1420 Rocky Ridge Drive, #140, Roseville, CA 95661; Investment Adviser; Investment Adviser Representative; 01/2024; 160; 160; Investment Adviser Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-24 |
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