LS
Lisa Sotir Ozkan
CRD 5061654
Firms
| Firm | Role | As of |
|---|---|---|
| Nea Member Benefits | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Nea Member Benefits Relief Fund | Director | — | 08/31/2025 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Nea Member Benefits
Chief Compliance Officer, Chief Legal Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗