SR
Saad Rahmouni Idrissi
CRD 4071743
Firms
| Firm | Role | As of |
|---|---|---|
| Calton & Associates, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Calton & Associates, Inc.
Chief Compliance Officer · Less than 5% · Dec 2024
-
Mutual Trust Asset Mgmt., Inc.
Cco · Less than 5% · Oct 2024
-
Dominion Portfolio Management, Inc.
Chief Compliance Officer · Less than 5% · Mar 2024
-
Peakshares Llc
Cco · Less than 5% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗