Roeper, Jessica, J

Ownership stakes

• Idx Advisors, Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Greykasell Wealth Strategies, Inc.
  Chief Compliance Officer · Less than 5% · Oct 2024
• Atlantic Private Wealth, Llc
  Chief Compliance Officer · Less than 5% · Sep 2024
• Tidemark, Llc
  Chief Compliance Officer · Less than 5% · May 2024
• Ppb Advisors, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Palladiem Llc
  Chief Compliance Officer · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗