WJ
Wilding, James, Austin
CRD 2356075
Firms
No current firm registrations on file.
Ownership stakes
-
Confluence Wealth Services, Inc.
Vice Chair · Less than 5% · Dec 2024
-
Confluence Wealth Services, Inc.
Shareholder · 25% – 50% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗