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1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-02-23 |
Branch Locations
1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Folsom | CA | 02/2016 | 04/2018 |
| Planned Solutions, Inc. | Folsom | CA | 02/2016 | Present |
| Smith, Robertson & Johnson Insurance Services | Folsom | CA | 02/2016 | Present |
1. Smith, Robertson, & Johnson Insurance Services. Inc - 1130 Iron Point Rd, Suite 170, Folsom, CA 95630 - 02/2016 start date - NIR - Insurance Agent - Insurance sales - Corp - 40 hrs/mo trading 2. Planned Solutions - 1130 Iron Point Rd, suite 170, Folsom, CA 95630 - IAR - Financial Planning, Retirement Planning - provide research - prepare & present retirement projections and financial plans - Private Corp - 160 hrs/mo trading 3. Planned Solutions - 1130 Iron Point Rd., Suite 170, Folsom, CA - 02/2016 - Tax Preparation and Tax Planning - Provide Tax advice, planning and income tax preparation - Private Corp - 20 hrs/mo trading 4. Financial Planning Association, Sacramento - Director of Career Development - 10 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
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