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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 | 2026-04-21 |
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-16 |
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 |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 12/2017 | 02/2022 |
| Unemployed | Santee | CA | 05/2017 | 12/2017 |
| Vtg Communications | Vista | CA | 10/2014 | 05/2017 |
| Planmember Securities Corporation | Carpinteria | CA | 03/2022 | 01/2023 |
| Calpro Network Financial Services | San Diego | CA | 02/2022 | 01/2023 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2023 | Present |
| Calpro Network Financial Services | San Diego | CA | 01/2023 | 05/2025 |
| Louis Lange Financial And Insurance Services | San Marcos | CA | 05/2022 | Present |
| Bsa Dba Superior Planning Financial Solutions | San Diego | CA | 05/2025 | Present |
| Muir And Griffith Land Company, Llc | San Marcos | CA | 02/2023 | Present |
| Superior Planning, Llc Dba Spwmfo | San Diego | CA | 03/2026 | Present |
| Superior Planning Wealth Management & Family Office | San Diego | CA | 04/2026 | Present |
1) BSA Financial Network and Insurance Services Inc. dba Superior Planning Financial Solutions (formerly CalPRO); 10085 Carroll Canyon Rd, Suite 150, San Diego CA 92131; Start date 5/8/2025; Registered Representative; Insurance and securities sales and service; 160 hrs/mo; 160 hrs/mo during trading; IR 2) Louis Lange Financial and Insurance Services-1308 Camino Del So, San Marcos, CA 92069; Investment related; Entity for banking and tax purposes only; Owner & President; Start date 5/2022; 10 hrs/mnth; 0 hrs/mnth during trading. 3) San Diego Center for Economic Education Advisory Board; 900 Rancho San Diego Parkway, El Cajon CA 92019; Start date 4/11/2024; Advisory Board Member; Provide financial education to individuals associated with SDCEE; 8 hrs/mo; 0 hrs/mo during trading; IR 4) Muir and Griffith Land Company LLC; 1308 Camino Del Sol, San Marcos CA 92069; Start date 2/1/2023; Manager of LLC; act as a manager for real property business providing accounting and administrative support including collecting lease payments, paying of bills. and member distributions. This is a family business.; 5 hrs/mo; 0 hrs/mo during trading; NIR 5) Superior Planning LLC dba Superior Planning Wealth Management & Family Office (SPWMFO); 10085 Carroll Canyon Rd, 150, San Diego CA 92131; Start Date 3/1/2026; Financial Advisor; Investment advisor and portfolio manager for client managed accounts; 160 hrs/mo; 120 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-09 |
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