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Roberta Jean Smith

President/Chief Compliance OfficerMatrix Planning IncCRD 1066837

About Roberta Jean Smith

Roberta Jean Smith is listed as President/Chief Compliance Officer at Matrix Planning Inc in Santa Monica, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Matrix Planning Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Roberta Jean Smith work?

Roberta Jean Smith is listed as President/Chief Compliance Officer at Matrix Planning Inc on SEC Form ADV.

How much of Matrix Planning Inc does Roberta Jean Smith own?

Form ADV reports a beneficial ownership band of Over 75%.

Matrix Planning Inc

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since1986
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