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10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-19 |
Branch Locations
10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-16 |
| CA | RA | APPROVED | 2017-02-06 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
10085 Carroll Canyon Road, Suite 150, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 09/2014 | 10/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 10/2025 | 02/2026 |
| Bsa Financial Network & Insurance Svcs Dba Superior Planning | San Diego | CA | 10/2025 | 02/2026 |
| Planmember Securities Corporation | Carpinteria | CA | 02/2026 | Present |
| Bsa Financial Network & Insurance Svcs Dba Superior Planning | San Diego | CA | 02/2026 | Present |
| Superior Planning, Llc Dba Spwmfo | San Diego | CA | 06/2026 | Present |
1) BSA Financial Network and Insurance Services Inc. dba Superior Planning Financial Solutions-10085 Carroll Canyon Rd., Ste. 150, San Diego, CA 92131; Investment related; Securities sales & svcs; Representative; Start date 2/2026; 160 hrs/mnth & during trading. 2) Superior Planning LLC DBA Superior Planning Wealth Management & Family Office (SPWMFO); 10085 Carroll Canyon Rd, Suite 150, San Diego CA 92131; Financial Advisor/Investment Advisor Representative; Investment Advisor Representative for Registered Investment Advisor; 160 hrs/mo; 120 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-21 |
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