BJ
Berry, Jeffrey, Garvin
CRD 2320205
Firms
No current firm registrations on file.
Ownership stakes
-
Lyell Wealth Management Lp
Managing Member · 25% – 50% · Mar 2024
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Lyell Wealth Management Lp
Managing Director · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗