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1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-28 |
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 |
|---|---|---|---|---|
| Planned Solutions, Inc | Folsom | CA | 10/2011 | Present |
| Securities Service Network, Inc | Folsom | CA | 12/2014 | 04/2018 |
1. Planned Solutions, Inc. - 1130 Iron Point Road, Suite 170, Folsom, CA 95630 - 2011 start date - investment related - Tax preparation and tax planning - Tax advice, planning and income tax preparation - Private Corp - 100 hrs/mo trading 2. Planned Solutions, Inc. - 1130 Iron Point Road, Suite 170, Folsom, CA 95630 - 2011 start date - Investment related - Investment Advisor Representative, financial planning, retirement planning - Provide research, prepare and present retirement projections and financial plans. - Private Corp - 100 hrs/mo trading, Shareholder/Director 3. Smith, Robertson & Johnson Insurance Services, Inc. - 1130 Iron Point Road, Suite 170, Folsom, CA 95630 - 06/2016 start date - NIR - Insurance Services - Shareholder/Director - Private Corp - 0 hrs/mo trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-03 |
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