RA
Rachel Anne Vonbank
CRD 6742855
Firms
| Firm | Role | As of |
|---|---|---|
| Falcon Wealth Planning, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Falcon Wealth Planning, Inc.
Chief Compliance Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗