EL
Elfenbein, Lonny, Scott
CRD 2937038
Firms
No current firm registrations on file.
Ownership stakes
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Serenus Wealth Advisors, Llc
Chief Compliance Officer · Less than 5% · Dec 2024
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Tamarisk Financial, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
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Its Asset Management Lp
Chief Compliance Officer · Less than 5% · Nov 2024
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React Investment Solutions, Llc
Chief Compliance Officer · Less than 5% · Jul 2024
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Cornerstone Advisory, Llc
Chief Compliance Officer · Less than 5% · Jun 2024
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Nicholson Wealth Management Group, Llc
Chief Compliance Officer · Less than 5% · May 2024
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Legacy Capital Group California, Inc.
Chief Compliance Officer · Less than 5% · Apr 2024
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Kickstand Ventures, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
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Bedel Financial Consulting Inc
Chief Compliance Officer · Less than 5% · Mar 2024
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Coordinated Financial Planning Corp
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 ↗