HW
Henry Ward Winship
CRD 2828208
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Pacific Point Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Pacific Point Advisors, Llc
Co Managing Partner, Chief Compliance Officer · 50% – 75% · Aug 2024
-
Axxcess Wealth Management, Llc
Passive Member · 5% – 10% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗