Michael David George

Current Employers

Employment History

• 09/2015 → 01/2020
  Compass Group North America
  Denver, CO
• 08/2017 → 06/2018
  Planmember Securities Corporation
  Carpinteria, CA
• 06/2018 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 05/2023 → Present
  Goldstone Wealth Advisors, Inc.
  San Diego, CA
• 11/2024 → Present
  Superior Planning, Llc
  San Diego, CA
• 06/2018 → Present
  Superior Planning Financial Solutions Fka Calpro Network
  San Diego, CA

Previous Registrations

• 2013-10-21 → 2015-09-18
  Equitable Advisors, Llc
  El Cajon, CA
  San Diego, CA
  San Diego, CA

Other Businesses

1) BSA Financial Network and Insurance Services Inc. DBA Superior Planning Financial Solutions (fka CALPRO Network Financial Services) - 10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131; Investment related; Securities & Insurance sales & services; Financial Advisor; Start date 6/2018; 60 hrs/mnth; 20 hrs/mnth during trading. 2) GOLDSTONE WEALTH ADVISORS, INC.; 10085 Carroll Canyon Road, Suite 150, San Diego CA 92131; START DATE: 05/04/2023; President; S Corp - Banking and tax entity; 2 hr/mo; 0 hrs/mo during trading. 3) SUPERIOR PLANNING, LLC dba Superior Planning Wealth Management & Family Office (SPWMFO); 10085 Carroll Canyon Rd, Suite 150, San Diego CA 92131; Start Date 11/1/2024; Investment Advisor Representative; Registered Investment Advisory Firm; 160 hrs/mo; 90 hrs/mo during trading; IR

Exams

• S66 Uniform Combined State Law Examination
  2013-10-17

Designations