Pelos, Constantine, Andrew

Ownership stakes

• Tradewinds Asset Management, Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• Superior Planning, Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Sbk Financial, Inc.
  Chief Compliance Officer · Less than 5% · Oct 2024
• Blueprint Local Llc
  Chief Compliance Officer · Less than 5% · Jun 2024
• Commonwealth Retirement Investments Llc
  Chief Compliance Officer · Less than 5% · Jun 2024
• Star Asia Management Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Lake Whillans Capital Partners Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Solera Capital, 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 ↗