PA
Philip A Kapler
CRD 6429605
Firms
| Firm | Role | As of |
|---|---|---|
| Willow Financial Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Willow Financial Llc
Member / Principal And Chief Compliance Officer · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗