JB
James Brendahl Westwood
CRD 2241415
Firms
| Firm | Role | As of |
|---|---|---|
| Royal Oak Financial Advisors, Llc | Registered representative | 07/20/2026 |
| Alpha Asset Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Royal Oak Financial Advisors, Llc
Principal · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗