DS
Deborah Stavis
CRD 1109504
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Stavis Wealth Transfer Solutions, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Stavis Wealth Transfer Solutions, Llc
Managing Principal/Ceo & Chief Compliance Officer · Less than 5% · Sep 2024
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Stavis Wealth Transfer Solutions, Llc
Llc Manager · GP / trustee / elected manager · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗