KW
Kerrick Walter Bubb
CRD 1727374
Firms
| Firm | Role | As of |
|---|---|---|
| Lpl Financial Llc | Registered representative | 07/20/2026 |
| Kwb Wealth | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Kwb Wealth
President & Investment Adviser Representative · Less than 5% · Jul 2024
-
Kwb Wealth
Trustee · 50% – 75% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗