DP
Darshan Prakash Makim
CRD 5043274
Firms
| Firm | Role | As of |
|---|---|---|
| Pointoak Retirement Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Pointoak Retirement Advisors, Llc
Chief Compliance Officer And President · 75% or more · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗