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Scott Foster Mcintyre

Planned Solutions, Inc.

Folsom, CA

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Current Employers
Planned Solutions, Inc.

1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-16
NM RA APPROVED 2016-09-22
  • CA RA
    APPROVED
    Since 2024-10-16
  • NM RA
    APPROVED
    Since 2016-09-22

Branch Locations

1130 Iron Point Road #170, Folsom, CA 95630-8310 • 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
Securities Service Network Sacramento CA 01/2009 04/2018
Planned Solutions, Inc. Sacramento CA 10/2008 Present
  • 01/2009 → 04/2018
    Securities Service Network
    Sacramento, CA
  • 10/2008 → Present
    Sacramento, CA
Other Businesses

1) PLANNED SOLUTIONS - 1130 IRON POINT ROAD, SUITE 170, FOLSOM, CA. 95630 - PRIV CORP - IAR - 10/1/2008 - 60 HR/MO/TRD HRS - Investment Advisor Representative - meet with clients, prepare investment recommendations, work on financial planning projects 2) Santa Fe Botanical Garden - 715 Camino Lejo, Santa Fe, NM 87505 - 12/2016 start date - NIR - Board Member (Member of the board of directors) - Attend board meetings, provide guidance and oversight of the Botanical Garden operations - 0 hrs/mo trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-11
S66 Uniform Combined State Law Examination 2008-11-20
  • S65 Uniform Investment Adviser Law Examination
    2011-10-11
  • S66 Uniform Combined State Law Examination
    2008-11-20
Designations

View on SEC IAPD

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