DK
Donnelly, Kathleen, Lee
CRD 5346736
Firms
No current firm registrations on file.
Ownership stakes
-
Integrated Wealth Concepts Llc
Director Of Finance & Accounting · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗