Samuel Vasquez Gaeta
Chief Executive Officer, Chief Compliance Officer, MemberDefined Financial Planning LLCCRD 6616279
About Samuel Vasquez Gaeta
Samuel Vasquez Gaeta is listed as Chief Executive Officer, Chief Compliance Officer, Member at Defined Financial Planning LLC in San Rafael, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Defined Financial Planning LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Samuel Vasquez Gaeta work?
Samuel Vasquez Gaeta is listed as Chief Executive Officer, Chief Compliance Officer, Member at Defined Financial Planning LLC on SEC Form ADV.
How much of Defined Financial Planning LLC does Samuel Vasquez Gaeta own?
Form ADV reports a beneficial ownership band of Over 75%.
Defined Financial Planning LLC
| Title | Chief Executive Officer, Chief Compliance Officer, Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |