MM
Mccarthy, Michelle, Anne
CRD 7682269
Firms
No current firm registrations on file.
Ownership stakes
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Momentum Wealth Planning, Llc
Chief Compliance Officer · Less than 5% · Dec 2024
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Aspiring Ventures, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
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Prairieview Wealth Partners, Llc
Chief Compliance Officer · Less than 5% · Oct 2024
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Beacon Bridge Wealth Partners, Llc
Chief Compliance Officer · Less than 5% · Oct 2024
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Gentry Private Wealth, Llc
Chief Compliance Officer · Less than 5% · Apr 2024
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Cannon Wealth Management Services, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
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Team Hewins, Llc
Chief Compliance Officer · Less than 5% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗