STATE OF CALIFORNIA
DEPARTMENT OF REAL ESTATE


In reviewing a licensee's information, please be aware that license discipline information may have been removed from a licensee's record pursuant to Business & Professions Code Section 10083.2 (c). However, discipline information may be available from the California Department of Real Estate upon submittal of a request, or by calling the Department's public information line at 1-877-373-4542.
The license information shown below represents public information. It will not reflect pending licensing changes which are being reviewed for subsequent updating. Although the business and mailing addresses of real estate licensees are included, this information is not intended for mass mailing purposes.
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License information taken from records of the Department of Real Estate on 9/30/2026 3:09:24 AM
License Type:
CORPORATION

Name:
Planatek Financial Inc

Mailing Address:
699 HAMPSHIRE ROAD #109
WESTLAKE VILLAGE, CA 91361

License ID:
01329960

Expiration Date:
03/03/30

License Status:
LICENSED

MLO License Endorsement:

328893 (Click here to check the status of the MLO License Endorsement.)

Corporation License Issued:
03/04/02

Former Name(s):
NO FORMER NAMES

Main Office:
699 HAMPSHIRE ROAD #109
WESTLAKE VILLAGE, CA 91361

Licensed Officer(s):
DESIGNATED OFFICER
01030395 - Expiration Date: 03/03/30
Barooni, Roshanack Fathi

DBA
NO CURRENT DBAS

Branches:
NO CURRENT BRANCHES

Broker Associates:
01927930 - Butler, Kenneth Charles
                  License Expiration Date: 02/10/2029

01220251 - Fathi, Amir
                  License Expiration Date: 04/09/2030

01390848 - Johanson, Robert Victor
                  License Expiration Date: 06/25/2027

00969373 - Kyffin, Edmund Colin
                  License Expiration Date: 03/16/2027

00801198 - Rockoff, Richard David
                  License Expiration Date: 10/30/2026

01470684 - Smith-Bird, Dana Marie
                  License Expiration Date: 05/12/2029

Salespersons:
01738272 - Gleason, Deborah Ruth
                  License Expiration Date: 03/05/2030

02206015 - Lindberg, Robert William
                  License Expiration Date: 02/15/2027

01310466 - Rockoff, Raechelle
                  License Expiration Date: 05/14/2029

01347886 - Shere, Tasneem Munawer
                  License Expiration Date: 08/29/2030

01107466 - Yallouz-DiPrima, Simone
                  License Expiration Date: 07/30/2027

Comment:
NO DISCIPLINARY ACTION

NO OTHER PUBLIC COMMENTS

>>>> Public information request complete <<<<