MS
Michael Steven Lomas
CRD 2672193
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Independent Solutions Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Independent Solutions Wealth Management, Llc
Managing Member · 25% – 50% · Oct 2024
-
Neiman Funds Management Llc
Member · 10% – 25% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗