BJ
Brian James Ramsay
CRD 4014246
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Wealthspan Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wealthspan Partners, Llc
Senior Wealth Partner And Chief Compliance Officer · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗