SA
Swayze, Ashleigh, Cooper
CRD 4632543
Firms
No current firm registrations on file.
Ownership stakes
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Carnegie Lake Advisors Llc
Chief Compliance Officer · Less than 5% · Dec 2024
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Tribridge Partners Financial Llc
Chief Compliance Officer · Less than 5% · Dec 2024
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Avail Investment Partners, Llc
Cco · Less than 5% · Nov 2024
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Oneascent Capital Llc
Chief Compliance Officer · Less than 5% · Sep 2024
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Investment Research Partners Llc
Chief Compliance Officer · Less than 5% · Jul 2024
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Arrowhead Investment Management Llc
Chief Compliance Officer · Less than 5% · May 2024
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Oneascent Investment Solutions, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
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Lnk Partners, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
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Camelot Event Driven Advisors, Llc
Cco · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗