BM
Britt Morgan Joyce
CRD 6458650
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Regatta Capital Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Regatta Capital Group, Llc
Co Cio & Director Of Endowments & Foundations · 5% – 10% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗