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James F. & M. Elizabeth Thomas Revocable Trust

TrustSuperior Planning, LLC

About James F. & M. Elizabeth Thomas Revocable Trust

James F. & M. Elizabeth Thomas Revocable Trust is listed as Trust at Superior Planning, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Superior Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James F. & M. Elizabeth Thomas Revocable Trust work?

James F. & M. Elizabeth Thomas Revocable Trust is listed as Trust at Superior Planning, LLC on SEC Form ADV.

How much of Superior Planning, LLC does James F. & M. Elizabeth Thomas Revocable Trust own?

Form ADV reports a beneficial ownership band of Under 5%.

Superior Planning, LLC

TitleTrust
OwnershipUnder 5%
Control personNo
Since2024