JA
Joseph Albert Leo
CRD 4988004
Firms
| Firm | Role | As of |
|---|---|---|
| Quartz Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Quartz Partners, Llc
Member And Elected Manager · 25% – 50% · Mar 2024
-
Quartz Partners, Llc
Chief Executive Officer & Managing Member · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗