OK
Oliver, Kline, Daniel
CRD 7022224
Firms
No current firm registrations on file.
Ownership stakes
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Softvest Advisors, Llc
Chief Trading/Risk Officer · Less than 5% · Mar 2024
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Softvest Advisors, Llc
Member · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗