Vande Beek, Peter, Tyler

Ownership stakes

• Gibbs Wealth Management, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Newpoint Real Estate Investment Management Llc
  Chief Compliance Officer · Less than 5% · Sep 2024
• Capshift Advisors, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Level One Global Advisors, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Larch Capital Partners 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 ↗