Moo, Veronica, Ei Chun

Ownership stakes

• Fiducient Advisors Llc
  Senior Vice President · Less than 5% · Dec 2024
• Accountants Proprietary Financial Servicenet, Llc
  Director · Less than 5% · Dec 2024
• Wealthspire Advisors Llc
  Director · Less than 5% · Sep 2024
• Divergent Wealth Advisors, Llc
  Director · Less than 5% · Aug 2024
• 3 A Partners, Llc
  Director · Less than 5% · Jul 2024
• Sst Benefits Consulting & Insurance Services, Llc
  Director · Less than 5% · May 2024
• Fiduciary First, Llc
  Director · Less than 5% · May 2024
• Retirement Investment Advisors Inc
  Director · Less than 5% · May 2024

From Form ADV Schedule A/B filings.

Source

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