EB
Ethan Bates
CRD 6277565
Firms
| Firm | Role | As of |
|---|---|---|
| Swan Global Investments, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Swan Wealth Advisors, Llc
Cfo · Less than 5% · Mar 2024
-
Swan Global Management Llc
Cfo · Less than 5% · Mar 2024
-
Swan Global Investments, Llc
Cfo · Less than 5% · Mar 2024
-
Swan Capital Management, Llc
Cfo · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗