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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-06 |
Branch Locations
16700 Valley View Ave Suite 160, La Mirada, CA 90638 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Advisors, Inc. | Cerritos | CA | 04/2002 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2006 | 10/2020 |
| Integrity Alliance, Llc | La Mirada | CA | 10/2020 | Present |
1.Medi-Cal Eligibility Services; Not investment related; 16700 Valley View Ave, Ste 160, La Mirada, CA 90638; Asset preservation to qualify for government benefits to help pay for long term care; Owner; Started 1/1/1995; 20 hours per month, 2 during trading; Prep application for approval. Walk application through approval process. Do annual re-qualification and recovery procedures. 2.RPA Tax Group, LLC; Not investment related; 16700 Valley View Ave, Ste 160, La Mirada, CA 90638; Tax prep; CA Registered Tax Preparer; Started 2/1/2016; 2 hours per month, 2 during trading hours; Intake of tax info, secure email to CPA's for tax return prep. 3.Retirement Planning Advisors, Inc.; Not investment related; 16700 Valley View Ave, Ste 160, La Mirada, CA 90638; Insurance sales; owner; Started 1/1/1986; 50 hours per month, 50 during trading hours; Sale of annuities, life, long-term care, med supp, cancer and others. 4.Retirement Planning Advisors, Inc.; Not investment related; 16700 Valley View Ave, Ste 160, La Mirada, CA 90638; DBA; DBA for securities and advisory; 160 hours per month, 160 during trading; DBA 5.Keiro Kikyo Home, Inc.; Not Investment related; 420 East 3rd Street, Suite 1000, Los Angeles, CA 90013; board member for care of home; 10/01/2024;1 hour per month; 0 hours during security hours; oversee board and care of home. 6.ENCORESTATE PLANS POSITION: Consultant NATURE: Using 3rd party estate planning software. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/13/2025 ADDRESS: 16700 Valley View Ave, Ste 160, La Mirada CA 90638, United States DESCRIPTION: Using chart of estate flow as provided by this software.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-06 |
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