SJ
Sorbara, Julia, Catherine
CRD 6573722
Firms
No current firm registrations on file.
Ownership stakes
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Alphacore Capital Llc
Trustee, Jds Tplp Trust · 25% – 50% · Dec 2024
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Slatestone Wealth Llc
Beneficiary · 25% – 50% · Nov 2024
-
Lmcg Investments, Llc
Trustee, Jds Tplp Trust · 25% – 50% · Jul 2024
-
Westmount Partners, Llc
Trustee · 25% – 50% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗