MT
Mary Therese Walsh
CRD 2829444
Firms
| Firm | Role | As of |
|---|---|---|
| Money Concepts Capital Corp | Registered representative | 07/20/2026 |
| Gwn Securities Inc. | Registered representative | 07/20/2026 |
| Win Advisors, Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Money Concepts Capital Corp
Sr Vice President | Chief Compliance Officer · Less than 5% · Jul 2024
-
Win Advisors, Inc
Secretary And Chief Compliance Officer · Less than 5% · Apr 2024
-
Gwn Securities Inc.
Secretary · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗