JC
Joseph Christopher Cefalu
CRD 3215684
Firms
| Firm | Role | As of |
|---|---|---|
| Downtown Wealth Studios, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Downtown Wealth Studios, Llc
Managing Partner, Chief Compliance Officer · Less than 5% · Sep 2024
-
Downtown Wealth Studios, Llc
Managing Member · 75% or more · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗