AUMdb
JL

Jonathan Lloyd Carpenter

CRD 6244728

Firms

FirmRoleAs of
Capital Planning Services Corp. Registered representative 07/20/2026
Private Advisor Group, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗