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
| Title | President/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1986 |