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Defined Financial Planning LLC
This company's Exchange Act registration has been revoked
This company's Exchange Act registration as a Municipal Advisor has been revoked
This company's Exchange Act registration as a Municipal Advisor has been cancelled
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Company Information
CIK:
0002056559
EIN:
85-0655239
LEI:
SIC:
(CF Office:
)
State location:
CA
State of incorporation:
CA
Fiscal year end:
December 31
Business address:
899 NORTHGATE DRIVE, SUITE 300, SAN RAFAEL, CA, 94903
Phone:
5102008655
Mailing address:
899 NORTHGATE DRIVE, SUITE 300, SAN RAFAEL, CA, 94903
Category:
Filings:
2
EDGAR filings since
February 13, 2025
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April 16, 2025 - 13F-HR: Quarterly report filed by institutional managers, Holdings
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February 13, 2025 - 13F-HR: Quarterly report filed by institutional managers, Holdings
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365
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13F-HR
Quarterly report filed by institutional managers, Holdings
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2025-04-16
2025-03-31
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13F-HR
Quarterly report filed by institutional managers, Holdings
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2025-02-13
2024-12-31
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Data source:
CIK0002056559.json
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