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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-21 |
Branch Locations
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
1420 Rocky Ridge Drive #140, Roseville, CA 95661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Inc. | Roseville | CA | 05/2026 | Present |
| Capital Planning Advisors | Sacramento | CA | 02/2014 | 05/2026 |
| Avisen Securites Inc. | Sacramento | CA | 02/2014 | 10/2016 |
| Bedell Frazier Investment Counselling | Walnut Creek | CA | 02/2026 | 05/2026 |
Capital Planning Advisors, LLC; Investment-related; 1420 Rocky Ridge, Suite 140, Roseville, CA 95661; Investment Adviser; Investment Adviser Representative; 08/2014; 160; 160; Investment Adviser Representative COMPANY: CAPITAL INDEPENDENT INSURANCE SERVICES, LLC INVESTMENT RELATED: NO ADDRESS: 1420 ROCKY RIDGE DR., STE 140, ROSEVILLE, CA 95661 NATURE OF THE BUSINESS: INSURANCE SERVICES TITLE: PARTNER & FOUNDER START DATE: 2/21/2013 TIME SPENT: 5 HRS/MO. 5 HRS/MO. DURING SECURITIES TRADING HOURS DUTIES: REVIEW AND ANALYZE NEEDS OF BUSINESS OR INDIVIDUAL CLIENTS AND PROVIDE SUITABLE PROTECTION PLANS TO MEET THEIR NEEDS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-08 |
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