SW
Sarah Wesley Quist
CRD 1162696
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Vision Capital Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Vision Capital Management, Inc.
Managing Director/Principal/Shareholder · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗