SA
Sharon Anne Daniels
CRD 1242783
Firms
| Firm | Role | As of |
|---|---|---|
| Slatestone Wealth Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Slatestone Wealth Llc
Managing Member · 25% – 50% · Nov 2024
-
Slatestone Wealth Llc
Founder, Co Ceo/Cco · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗