Kyle A. Smith

Current Employers

Employment History

• 01/2013 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 04/2013 → 05/2025
  Calpro Financial Network
  San Diego, CA
• 04/2014 → Present
  Self Employed- Musician
  San Diego, CA
• 05/2025 → Present
  Superior Planning Financial Solutions
  San Diego, CA
• 05/2023 → Present
  10085 Carroll Canyon Road Llc
  San Diego, CA
• 04/2026 → Present
  Superior Planning Wealth Management And Family Office
  San Diego, CA

Other Businesses

1. BSA Financial Network and Insurance Services Inc. DBA Superior Planning Financial Solutions; 10085 Carroll Canyon Road Suite, 150, SAN DIEGO, CA 92131; Start date 5/13/2025; 1099 Independent Registered Representative; Insurance and Securities Sales and Service; 160 hrs/month; 160 hrs/month during trading; IR 2) KYLE SMITH:11380 POBLADO RD. SAN DIEGO, CA 92127;START DATE: 4/12/2014; MUSICIAN;PROVIDING MUSICAL ENTERTAINMENT FOR BAR/RESTAURANT;NOT INVESTMENT RELATED; NUM OF HRS/MTH DEVOTED TO THIS BUSINESS:6; NUM OF HRS/MTH DEVOTED TO THIS BUSINESS DURING TRADING HRS:0 3) 10085 CARROLL CANYON ROAD LLC; 10085 Carroll Canyon Rd., Suite 150, San Diego CA 92131; Start date 05/25/2023; Partner; co-owner of office building; 1 hr/mo; 0 hrs/mo during trading; NIR 4) Superior Planning LLC dba Superior Planning Wealth Management & Family Office (SPWMFO); 10085 Carroll Canyon Rd., Suite 150, San Diego CA 92131; Start Date 3/1/2026; Financial Advisor; Investment advisor and portfolio manager for clients; 160 hrs/mo; 120 hrs/mo during trading; IR

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-03
• S63 Uniform Securities Agent State Law Examination
  2013-04-20