SM
Stan Markuze
CRD 8009186
Firms
| Firm | Role | As of |
|---|---|---|
| Balance Cash Management Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Balance Cash Management Inc.
Ceo, Cco · 10% – 25% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗