BO
Bernardez, Octavio
CRD 6071604
Firms
No current firm registrations on file.
Ownership stakes
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Balanz Advisors Llc
Shareholder · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗