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M. Elizabeth Thomas

Ttee Of The James F. & M. Elizabeth Thomas Revocable TrustSuperior Planning, LLCCRD 4771253

About M. Elizabeth Thomas

M. Elizabeth Thomas is listed as Ttee Of The James F. & M. Elizabeth Thomas Revocable 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 M. Elizabeth Thomas work?

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

How much of Superior Planning, LLC does M. Elizabeth Thomas own?

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

Superior Planning, LLC

TitleTtee Of The James F. & M. Elizabeth Thomas Revocable Trust
OwnershipUnder 5%
Control personNo
Since2024
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