BS
Brian Stephen Dumont
CRD 4737802
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Efficient Wealth Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Efficient Wealth Partners Llc
Managing Member & Chief Compliance Officer · 75% or more · May 2019
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗