Best Investors Account Sign in
Inactive

Alejandro Javier Carvalho Rodriguez

Planning Trail Investments, LLC

Lawrence, KS

Claim This Profile
Current Employers
Planning Trail Investments, Llc

Lawrence, KS • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-01-02
  • KS RA
    APPROVED
    Since 2020-01-02

Branch Locations

Lawrence, KS • 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
Employment History
OrganizationCityStateFromTo
Mml Investors Services Llc Hutchinson KS 02/2016 12/2016
Massmutual Life Insurance Co Hutchinson KS 02/2016 12/2016
Edward Jones St. Louis MO 01/2017 07/2019
Probitas Wealth Management, Llc Hutchinson KS 10/2019 08/2023
Planning Trail Investments, Llc Lawrence KS 09/2023 Present
Previous Registrations
Other Businesses

Emporia State University Alumni Board of Directors Emporia, KS Start date: 7/1/2020 Board member Hours per week: 0 Hours during trading: 0 Board member at large.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-14
  • S66 Uniform Combined State Law Examination
    2015-05-14
Designations
Other Names
  • Alejandro Carvalho-Rodriguez
  • Alex Carvalho
  • Alejandro Javier Carvalho Rodriguez
  • Alejandro Carvalho
  • Alejandro Carvalho Rodriguez

View on SEC IAPD

More in Lawrence, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor