EB
Erin Bartlett Mc Cann
CRD 2943981
Firms
| Firm | Role | As of |
|---|---|---|
| Simplicity Wealth Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Simplicity Wealth Llc
President · Less than 5% · Sep 2024
-
Tlg Advisors, Inc.
Board Member · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗