# PLAN B INVESTMENTS, INC.

> FINRA firm 136162 · ACTIVE · CARMEL VALLEY, CA

## Key facts

- **FINRA firm ID:** 136162
- **Firm name:** PLAN B INVESTMENTS, INC.
- **Other names:** PBII INSURANCE AGENCY, SINRA SUCCESSOR TRUSTEE SERVICES, INC., PLAN B INVESTMENTS, INC.
- **Investment Adviser scope:** ACTIVE
- **SEC BD file number:** 8-66978
- **Branches:** 3
- **Has disclosure events:** No
- **Headquarters:** CARMEL VALLEY, CA, 93924, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/136162

## Citation

> FINRA BrokerCheck, firm 136162 (PLAN B INVESTMENTS, INC.). Retrieved via AI Analytics 2026-05-16 from https://api.ai-analytics.org/broker/136162.

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