TL
Tracy Lee Newquist
CRD 4338710
Firms
| Firm | Role | As of |
|---|---|---|
| Dwr Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Dwr Wealth Management, Llc
Member, Chief Compliance Officer · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗