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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-10
CA RA APPROVED 2020-12-18
  • TX RA
    APPROVED_RES
    Since 2025-07-10
  • CA RA
    APPROVED
    Since 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

Superior Planning Wealth Management & Family Office

10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-15
  • CA RA
    APPROVED
    Since 2025-01-15

Branch Locations

10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • 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
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
  • 07/2017 → 10/2019
    Bounce Composites, Llc
    Poway, CA
  • 10/2008 → Present
    Mpl Ventures, Llc
    San Diego, CA
  • 09/2020 → Present
    Carpinteria, CA
  • 01/2020 → Present
    Superior Planning Financial Solutions Fka Calpro Network
    San Diego, CA
  • 08/2024 → Present
    Superior Planning, Llc
    San Diego, CA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2020-12-17

View on SEC IAPD

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