Bubeck, Kyle, Roger

Ownership stakes

• Truemark Investments, Llc
  Cco · Less than 5% · Jul 2024
• Gator Capital Management, Llc
  Chief Compliance Officer · Less than 5% · Apr 2024
• Otg Asset Management, Ltd.
  Chief Compliance Officer · Less than 5% · Mar 2024
• J.E. Simmons & Co., P.C.
  Chief Compliance Officer · Less than 5% · Mar 2024
• Systelligence, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Fbd Asset Mgmt, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Siimpl, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Independence Asset Advisors, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗