MY
Melissa Yano
CRD 6297372
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Capital Wealth Planners, Llc | Registered representative | 07/20/2026 |
| The Ameriflex Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Capital Wealth Planners, Llc
President And Chief Compliance Officer · 75% or more · Apr 2021
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗