WS
Winifred Shih Sun
CRD 4034080
Firms
| Firm | Role | As of |
|---|---|---|
| Sun Group Wealth Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sun Group Wealth Partners Llc
Founder And Managing Member · 50% – 75% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗