WJ
William James Mortimer
CRD 5078207
Firms
| Firm | Role | As of |
|---|---|---|
| Solidarity Wealth, Llc | Registered representative | 07/20/2026 |
| Solidarity Capital Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Solidarity Wealth, Llc
Chief Investment Officer · 25% – 50% · Oct 2024
-
Solidarity Capital Management, Llc
Manager · 25% – 50% · Mar 2024
-
Solidarity Capital Management, Llc
Partner · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗