SC
Shindel, Chad Travis
CRD 6232253
Firms
No current firm registrations on file.
Ownership stakes
-
United Planners' Financial Services Of America A Limited Partner
Vice President, Chief Financial Officer (Cfo) · Less than 5% · Dec 2024
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United Planners' Financial Services Of America A Limited Partner
Treasurer · GP / trustee / elected manager · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗