AUMdb
CM

Caroline Marie Petty

CRD 6412517 Certified Financial Planner

Firms

FirmRoleAs of
Uprise Advisers Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗