FM
Fries, Matthew, Neil Kalani
CRD 2723824
Firms
No current firm registrations on file.
Ownership stakes
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Avantax Planning Partners, Inc.
Vice President · Less than 5% · Nov 2024
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Cetera Advisory Services Llc
Vice · Less than 5% · Sep 2024
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Cetera Investment Management Llc
Vice President · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗