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Current Employers
Rcv Financial Services

25152 Springfield Court Suite 345, Valencia, CA 91355 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-27
  • CA RA
    APPROVED
    Since 2025-05-27

Branch Locations

25152 Springfield Court Suite 345, Valencia, CA 91355 • United States

Wealth Planning Group, Inc.

25152 Springfield Court Suite 345, Valencia, CA 91355 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-27
  • CA RA
    APPROVED
    Since 2025-05-27

Branch Locations

Liberty Hill, TX • United States

25152 Springfield Court Suite 345, Valencia, CA 91355 • 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
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
Previous Registrations
  • 2009-09-08 → 2011-12-31
    Sacramento, CA
    Valencia, CA
  • 2009-12-11 → 2010-07-16
    Strategic Wealth Advisors Group
    Valencia, CA
  • 2009-04-27 → 2009-09-08
    Associated Securities Corp.
    Valencia, CA
    San Mateo, CA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-05-07
  • S63 Uniform Securities Agent State Law Examination
    1993-05-07
Designations
Other Names
  • R Christopher Verbeck
  • Chris Verbeck

View on SEC IAPD

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