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Joel Robert Hooper

Plan Financial

Fresno, CA

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Current Employers
Plan Financial

9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-12-10
  • CA RA
    APPROVED
    Since 2019-12-10

Branch Locations

9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 • 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
Plan Financial Fresno CA 07/2016 Present
California State University, Fresno Fresno CA 08/2014 Present
  • 07/2016 → Present
    Plan Financial
    Fresno, CA
  • 08/2014 → Present
    California State University, Fresno
    Fresno, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-10
  • S65 Uniform Investment Adviser Law Examination
    2019-12-10

View on SEC IAPD

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