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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
10085 Carroll Canyon Rd. Suite 230, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Superior Planning Inc. | San Diego | CA | 06/1982 | 08/2024 |
| Calton & Associates, Inc | Tampa | FL | 06/2016 | 08/2024 |
| Carmel Capital Partners | San Diego | CA | 10/2021 | Present |
| Superior Planning, Llc | San Diego | CA | 09/2024 | Present |
1) Catholic Community Foundation of San Diego. Non-investment related. 4747 Morena Blvd, STE 300 San Diego CA, 92117. Nature of Business: Receive manage safe guard donations that support organizations and donors carrying out the mission of the catholic faith. Title: Trustee. Start Date: 11/01/2017. Hours per Month: 10. Duties: Attending board meetings and providing input for fund raisers. 2) Build a Miracle. Non-Investment related. 11207 Lady Fern CT. San Diego CA, 92131. Nature of Business: Volunteers participating in building homes for the homeless, education, and employment. Title: Trustee/Director. Start Date: 01/01/2018. Hours per Month: 3. Duties: Board member/volunteering. 3) James F. Thomas, Jr. Non-investment related. 9780 Caminito Laswane, San Diego, CA 92131. Life Insurance Agent. Owner/Agent. Start date: 06/01/1982. Hours/ month: 1. Hours/month during securities trading hours: 0. Life, health, disability and long term care insurance agent. 4) Superior Planning LLC; Non-Investment related; 10085 Carroll Canyon Rd, Ste 230, San Diego, CA 92131; Nature of Business: ORIA engaged in Financial Planning; Title: Solicitor/Promoter; Start Date: 9/7/2024; Hours/month: 1; Hours/month during securities trading hours: 1; Duties: Refer potential clients. 5) Superplan Systems, LLC dba "Superplan Family Wealth"; Non-Investment related; 10085 Carroll Canyon Rd, Ste 230, San Diego, CA 92131; Intellectual Property and Trademark Licensing; Owner/Sole Proprietor; Start Date: 07/05/2023; Hours/month: 4; Hours/month during securities trading hours: 0; Content creation and marketing. 6) Acutis, LLC dba "Superplan Family Wealth"; Non-investment related; 10085 Carroll Canyon Rd, Ste 230, San Diego, CA 92131; Holding company of all shares (100%) Advice Engagement, Inc; Managing Member; Start Date: 9/1/2023; Hours/month: 4; Hours/month during securities trading hours: 0; Managing member of Holding Company /Administrative Duties. 7) Advice Engagement, Inc dba "Superplan Family Wealth"; Non-investment related; 10085 Carroll Canyon Rd, Ste 230, San Diego, CA 92131; Software as a Service; President; Owner/Sole Proprietor; Start Date: 09/01/2023; Hours/month: 10; Hours/month during securities trading hours: 0. President and product development. 8) SP Legacy, LLC dba "Superplan Family Wealth"; Non-Investment related; 9780 Caminito Laswane, San Diego, CA 92131; Nature of Business: Residual Accounting entity; Title: Owner/Sole Proprietor; Start Date: 9/1/2024; Hours/month: 60; Hours/month during securities trading hours: 0; Duties: Administrative duties only.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-08 |
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