DB
David Betasso Tombs
CRD 6511097
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Amicus Financial Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Amicus Financial Advisors, Llc
President, Chief Compliance Officer, And Director · Less than 5% · Mar 2024
-
Amicus Financial Advisors, Llc
Owner Of Planfirst, Inc. · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗