AK
Alice Kenney Walsh
CRD 2035254
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Middleton & Company Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Middleton & Company Inc.
Board Chairman; Managing Director · 5% – 10% · Mar 2024
-
Middleton & Company Inc.
Trustee · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗