KL
Kelly Lisa Monroe
CRD 5137582
Firms
| Firm | Role | As of |
|---|---|---|
| The Monroe Team, Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Monroe Team, Inc
President & Chief Compliance Officer · 75% or more · Nov 2013
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗