CALIFORNIA PLAN OF CHURCH FINANCE INC.
CRD #35504 SEC #801-62195 FRESNO, CA 559-322-1001
SEC Registered Broker-Dealer
Total AUM
$1.2M
Discretionary
$0
Employees
51
Clients
26
Accounts
37
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 10, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DODSON, BILLY MAURICE | I | VICE PRESIDENT/SALES | NA | |
| DODSON, BILLY MAURICE | I | VICE PRESIDENT/SALES | NA | |
| DODSON, BILLY MAURICE | I | VICE PRESIDENT/SALES | NA | |
| FONTANA, THOMAS HARRY | I | VICE PRESIDENT/ORIGINATION | NA | |
| FONTANA, THOMAS HARRY | I | VICE PRESIDENT/ORIGINATION | NA | |
| FONTANA, THOMAS HARRY | I | VICE PRESIDENT/ORIGINATION | NA | |
| JONES, RAYMOND KEITH | I | CHIEF FINANCIAL OFFICER | NA | |
| JONES, RAYMOND KEITH | I | CHIEF FINANCIAL OFFICER | NA | |
| JONES, RAYMOND KEITH | I | CHIEF FINANCIAL OFFICER | NA | |
| REID, CHESTER LANCE JR | I | PRESIDENT | NA | Control |
| REID, CHESTER LANCE JR | I | CHIEF EXECUTIVE OFFICER | NA | |
| REID, CHESTER LANCE JR | I | PRESIDENT | NA | Control |
| REID, CHESTER LANCE JR | I | CHIEF EXECUTIVE OFFICER | NA | |
| REID, CHESTER LANCE JR | I | PRESIDENT | NA | Control |
| REID, CHESTER LANCE JR | I | CHIEF EXECUTIVE OFFICER | NA | |
| WESTLAKE, KATHERINE SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WESTLAKE, KATHERINE SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WESTLAKE, KATHERINE SUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALIFORNIA BAPTIST FOUNDATION | DE | PARENT CORPORATION | E | Control |
| CALIFORNIA BAPTIST FOUNDATION | DE | PARENT CORPORATION | E | Control |
| CALIFORNIA BAPTIST FOUNDATION | DE | PARENT CORPORATION | E | Control |
Registrations
Federal
IA
May 10, 2005 REGISTERED
Notice Filings (47)
AK AL AR AZ CA CO CT DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR RI SC SD TN TX UT VA WA WI WV
Address
7120 N. WHITNEY AVESTE 101
FRESNO, CA 93720-0153
USA
Phone: 559-322-1001