FY
Foreman, Yolanda, Waggoner
CRD 2928110
Firms
No current firm registrations on file.
Ownership stakes
-
Phocas Financial Corporation
President · 5% – 10% · Sep 2024
-
Morningside Asset Management Llc
Founder / Ceo / Chief Compliance Officer · 75% or more · Sep 2015
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗