BK
Beller, Kathryn, Payne
CRD 5072413
Firms
No current firm registrations on file.
Ownership stakes
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United Asset Strategies Inc.
Chief Compliance Officer · Less than 5% · Jul 2024
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Malabar Investments, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
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G. Scott Capital Partners, Llc
Chief Compliance Officer · Less than 5% · Sep 2017
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗