EA
Elizabeth Anne Watkins
CRD 2272542
Firms
| Firm | Role | As of |
|---|---|---|
| Crescent Grove Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Barrett Upton Capital Partners Llc
Chief Compliance Officer · Less than 5% · Oct 2024
-
Crescent Grove Advisors, Llc
Chief Compliance Officer, Chief Operating Officer · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗