SA
Shores, Allan, Keith
CRD 5198775
Firms
No current firm registrations on file.
Ownership stakes
-
Cetera Investment Advisers Llc
Treasurer · Less than 5% · Dec 2024
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Avantax Planning Partners, Inc.
Co Treasurer · Less than 5% · Nov 2024
-
Cetera Advisory Services Llc
Treasurer · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗