BB
Bruneau, Brian, Joseph
CRD 2168870
Firms
No current firm registrations on file.
Ownership stakes
-
Naples Wealth Planning, Llc
President & Chief Compliance Officer Managing Member · Less than 5% · Dec 2024
-
Naples Wealth Planning, Llc
Managing Member · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗