AUMdb
WS

Wendy Suzanne Conrad Marsden

CRD 6596601 Certified Financial Planner

Firms

FirmRoleAs of
Tea & Taxes Company Dba Prosperitea Planning Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗