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1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-16 |
| NM | RA | APPROVED | 2016-09-22 |
Branch Locations
1130 Iron Point Road #170, Folsom, CA 95630-8310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network | Sacramento | CA | 01/2009 | 04/2018 |
| Planned Solutions, Inc. | Sacramento | CA | 10/2008 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-11 |
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
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