BD
Bruce David Swanson
CRD 1113446
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Portfolio Design Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Portfolio Design Services, Llc
Member · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗