The Institute for Wealth Planning, LLC

California
Registered In
04/24/2014
Incorp. Date
Foreign
Registration Type
Maryland
Foreign Jurisdiction

Company Summary

The Institute for Wealth Planning, LLC at 4266 Valley Meadow Rd, Encino, Ca 91436 lists Joel Koenig of Chevy Chase, MD and Simon Singer of Encino, CA.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Forfeited - Ftb/Sos
Registration Type
Foreign
Foreign Jurisdiction
Maryland
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People

Simon Singer Individual Agent
4266 VALLEY MEADOW RD, ENCINO, CA 91436
Joel Koenig Manager
2 WISCONSIN CIR STE 640, CHEVY CHASE, MD 20814
Simon Singer Manager
4266 VALLEY MEADOW RD, ENCINO, CA 91436
Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history

Map & Locations

4266 VALLEY MEADOW RD, ENCINO, CA 91436 View Map
2 WISCONSIN CIR STE 640, CHEVY CHASE, MD 20814 (Mailing) View Map

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Address Match:4266 Valley Meadow Rd Encino, CA
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Address Match:2 Wisconsin Cir Chevy Chase, MD
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Curzon Securities (Florida) II, Inc. Registered in Florida
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Person/City Match:Simon Singer - Encino, CA
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Simon Singer Insurance Services, Inc. Registered in California
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Person/City Match:Joel Koenig - Chevy Chase, MD
Deferred Compensation Plans, Inc. Registered in New York
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Sources

The following government agencies have contributed data:

• California Secretary of State
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