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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grossmont Union High School District | El Cajon | CA | 10/2023 | 06/2025 |
| Bowers Financial Group, Llc Dba Gratitude Financial | Alpine | CA | 11/2023 | Present |
| Poway Unified School District | San Diego | CA | 08/1999 | 08/2023 |
| Planmember Securities Corporation | Carpinteria | CA | 07/2024 | Present |
| Calpro Network Financial Services | San Diego | CA | 07/2024 | 06/2025 |
| Superior Planning Financial Solutions | San Diego | CA | 06/2025 | Present |
| Superior Planning Wealth Management And Family Office | San Diego | CA | 03/2026 | Present |
| Cathedral Catholic High School | San Diego | CA | 07/2025 | Present |
1) BSA Financial Network and Insurance Services Inc. DBA Superior Planning Financial Solutions; 10085 Carroll Canyon Road, Ste 150, San Diego, CA 92131; Start Date 6/1/2025; Financial Advisor; Sales & service of securities, life insurance & annuities; 80 hrs/mnth; 40 hrs/mnth during trading; IR. 2) CCHS Dean of Academics, 5555 Del Mar Heights Rd, San Diego, CA 92130, Noninvestment related 3) Bowers Financial Group LLC dba Gratitude Financial-15926 Sequan Truck trail, Alpine, CA 91901; Noninvestment related; Sales & service of health insurance offered under the Affordable Care Act. Bowers Financial Group LLC also acts as a tax & banking entity related to my insurance & securities business; Co-Owner/Agent; Start date 11/2023; 10 hrs/mnth; 0 hrs/mnth during trading. 4) Society for Financial Awareness-3655 Ruffin Rd., Ste. 230, San Diego, CA 92123; Non-profit organization that teaches financial literacy; Instructor/Educator; Start date 1/2023; 2 hrs/mnth; 0 hrs/mnth during trading. 6) SUPERIOR PLANNING, LLC dba as 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; 60 hrs/mo; 60 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
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