CK
Christopher, Kelly, Melissa
CRD 6000499
Firms
No current firm registrations on file.
Ownership stakes
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Significant Wealth Partners Llc
Chief Compliance Officer · Less than 5% · Nov 2024
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Impact Retirement Advisors, Llc
Chief Compliance Officer · Less than 5% · Sep 2024
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Aurdan Capital Management, Llc
Chief Compliance Officer · Less than 5% · Jul 2024
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Nexwealth Llc
Chief Compliance Officer · Less than 5% · Apr 2024
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Winthrop Partners Epa, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
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Long Short Advisors, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
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Winthrop Partners Wny, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
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Winthrop Partners Wpa, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
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Kingsbarn Capital Management, 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 ↗