RIA Intelligence

THE MONEY PLANNERS

CRD #137209 SEC #801-64807 STOCKTON, CA 209-956-7100
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 7, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADESOKAN, ADEGBEMIGAICHIEF EXECUTIVE OFFICERC Control
DOHERTY, AL, TAIYEIVP, OPERATIONSC Control

Registrations

Federal

IA
Oct 7, 2005 REGISTERED

Notice Filings (1)

CA

Address

2291 WEST MARCH LANE
SUITE A102
STOCKTON, CA 95207
USA
Phone: 209-956-7100