Price, James, Dale

Ownership stakes

• Osaic Advisory Services, Llc
  Chairman · Less than 5% · Dec 2024
• Ladenburg Thalmann Asset Management Inc
  Chairman · Less than 5% · Nov 2024
• Vision2020 Wealth Management Corp.
  Chairman, Director · Less than 5% · Nov 2024
• Osaic Wealth, Inc.
  Chairman · Less than 5% · Nov 2024
• Osaic Institutions, Inc.
  Chairman · Less than 5% · Sep 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗