CB
Cassidy, Brian, Patrick
CRD 2800010
Firms
No current firm registrations on file.
Ownership stakes
-
Modern Wealth Management, Llc
Owner · 25% – 50% · Dec 2024
-
Crestview Advisors, L.L.C.
President · 25% – 50% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗