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James Matthew Sanford
CRD#: 7507754
IA
Investment Adviser
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Broker
BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC.CRD#: 310708 San Fransico, CA
WORLD EQUITY GROUP, INC.CRD#: 29087 1212 El Camino Real
Suite H 105
San Bruno, CA 94066
Registration History
AprJulOct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2024 - Present (<1 year)IACSP FINANCIAL GROUP LLC (CRD# 310819)2022 - 2024 (1 year)
License(s)

State Registrations

IA
California 1/18/2024

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Florida 1/15/2025

B
California 10/16/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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WORLD EQUITY GROUP, INC. (CRD#:29087)
1212 El Camino Real Suite H 105, San Bruno, CA 94066
Registered with this firm since 10/1/2024

IA
BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC. (CRD#:310708)
San Fransico, CA
Registered with this firm since 1/18/2024

Previous Registration(s)
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IA
02/16/2022 - 01/19/2024 CSP FINANCIAL GROUP LLC (CRD#:310819) SCOTTSDALE, AZ
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.