KE
Katie Elizabeth Tennent
CRD 5339813
Firms
| Firm | Role | As of |
|---|---|---|
| Heritage Asset Advisors Ltd., Llp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Heritage Asset Advisors Ltd., Llp
Partner · 5% – 10% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗