LD
Louis David Dworsky
CRD 1689624
Firms
| Firm | Role | As of |
|---|---|---|
| Zermatt Wealth Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wfa Of San Diego, Llc
Ceo & Chief Compliance Officer · Less than 5% · Jul 2024
-
Wfa Of San Diego, Llc
Member · 25% – 50% · Jul 2024
-
Zermatt Wealth Partners Llc
Ceo & Chief Compliance Officer · Less than 5% · Jul 2024
-
Zermatt Wealth Partners Llc
Partner · 25% – 50% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗