NP
Neal Patrick Richard
CRD 2229267
Firms
| Firm | Role | As of |
|---|---|---|
| Savant Capital, Llc | Registered representative | 07/20/2026 |
| Allegiance Financial Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Allegiance Financial Group, Inc.
Managing Director · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗