Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-10 |
| CA | RA | APPROVED | 2020-12-18 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131 • United States
10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bounce Composites, Llc | Poway | CA | 07/2017 | 10/2019 |
| Mpl Ventures, Llc | San Diego | CA | 10/2008 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 09/2020 | Present |
| Superior Planning Financial Solutions Fka Calpro Network | San Diego | CA | 01/2020 | Present |
| Superior Planning, Llc | San Diego | CA | 08/2024 | Present |
1) BSA Financial Network and Insurance Services Inc. DBA Superior Planning Financial Solutions fka CALPRO Network Financial-10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131; Investment related; Manage staff & assist clients of financial services company; Chief Operations Officer; Start date 9/2020; 160 hrs/mnth; 160 hrs/mnth during trading. 2) MPL Ventures, LLC -10755 Scripps Poway Pkwy, #555, San Diego, CA 92131; Noninvestment related; Consulting; Owner/Business Development; Start date 10/2008; 5 hrs/mnth; 0 hrs/mnth during trading. 3) 10085 CARROLL CANYON, LLC; 10085 Carroll Canyon, San Diego CA 92131; Start Date 5/3/2023; Secretary/Owner/Member; Holding company for commercial real estate including the building at 10085 Carroll Canyon in San Diego CA; 5 hrs/mo; 0 hrs/mo during trading; NIR 4) MERIDIAN PROPERTY MANAGEMENT, INC.; 10085 Carroll Canyon Rd, Suite 240, San Diego CA 92131; start date 5/15/2024; Consultant/Member/Boardmember; Consultant and board member for rental property management company; 5 hrs/mo; 0 hrs/mo during trading; NIR 5) BGLS HOLDINGS, LLC; 10085 Carroll Canyon Rd, San Diego CA 92131; Owner/Member; Holding company holding a shared interest in 10085 Carroll Canyon LLC; 0 hrs/mo; 0 hrs/mo during trading; NIR 6) Superior Planning LLC dba Superior Planning Wealth Management & Family Office (SPWMFO); 10085 Carroll Canyon Rd, 150, San Diego CA 92131; Start date 9/1/2024; Owner/COO; Oversee the operations and finance functions of Registered Investment Advisory Firm; 160 hours/mo; 160 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-17 |
Reach out to this advisor