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Jean-Marie Grande Mcintosh

Personal Economic Planning, LLC

Royal Oaks, CA

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Current Employers
Personal Economic Planning, Llc

Royal Oaks, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2010-10-12
  • CA RA
    APPROVED
    Since 2010-10-12

Branch Locations

Royal Oaks, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-04
S66 Uniform Combined State Law Examination 2007-07-05
  • S65 Uniform Investment Adviser Law Examination
    2010-02-04
  • S66 Uniform Combined State Law Examination
    2007-07-05
Other Names
  • Jean-Marie Grande Mcintosh

View on SEC IAPD

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