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25152 Springfield Court Suite 345, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-27 |
Branch Locations
25152 Springfield Court Suite 345, Valencia, CA 91355 • United States
25152 Springfield Court Suite 345, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-27 |
Branch Locations
Liberty Hill, TX • United States
25152 Springfield Court Suite 345, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning Group, Inc. | Valencia | CA | 02/2007 | Present |
| Rcv Financial Services | Valencia | CA | 04/1998 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2012 | 12/2018 |
1.) WEALTH PLANNING GROUP, INC.; INVESTMENT RELATED; 25152 SPRINGFIELD CT STE 345 VELENCIA, CA 91355; RIA; PRESIDENT/CCO; START DATE: 02/2007; APPROX 120 HRS/MO; 2.) RCV FINANCIAL SERVICES; INVESTMENT RELATED; 25152 SPRINGFIELD CT STE 345 VELENCIA, CA 91355; RIA; OWNER; START DATE: 04/1998 3.) LIFE INSURANCE AGENET; NOT INVESTMENT RELATED; 25152 SPRINGFIELD CT STE 345 VELENCIA, CA 91355; LIFE, HEALTH INSURANCE; SALES AGENT; START DATE: 08/1993; APPROX 28 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-07 |
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