Inactive

Justin Robert Smith

Plan B Investments, Inc.

Carmel Valley, CA

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Current Employers

Plan B Investments, Inc.

13770 Center St Suite 206, Carmel Valley, CA 93924 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-05

CA RA
APPROVED

Since 2025-11-05

Branch Locations

13770 Center St Suite 206, Carmel Valley, CA 93924 • 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

Organization	City	State	From	To
Flathead County Sheriff's Office	Kalispell	MT	03/2011	07/2021
Plan B Investments, Inc.	Carmel Valley	CA	09/2021	Present

03/2011 → 07/2021

Flathead County Sheriff's Office

Kalispell, MT
09/2021 → Present

Plan B Investments, Inc.

Carmel Valley, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-27

S65 Uniform Investment Adviser Law Examination

2023-11-27

View on SEC IAPD

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