SS
Stacy Sizemore
CRD 4052029
Firms
| Firm | Role | As of |
|---|---|---|
| Tru Independence Asset Management, Llc | Registered representative | 07/20/2026 |
| Tru Independence Asset Management 2, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Vestia Advisors, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
-
Tru Independence Asset Management 2, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
-
Tru Independence Asset Management, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
-
Spirepoint Private Client, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
-
Sykon Capital Llc
Chief Compliance Officer · Less than 5% · Sep 2024
-
Jackson Square Capital, Llc
Chief Compliance Officer · Less than 5% · May 2024
-
Vision Capital Management, Inc.
Chief Compliance Officer · Less than 5% · Mar 2024
-
Sound Legacy Wealth Advisors, Llc
Chief Compliance Officer · Less than 5% · Jul 2020
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗