MP
Matthew Perry Wootten
CRD 4386014
Firms
| Firm | Role | As of |
|---|---|---|
| Silver Birch Financial Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Addison Advisors Llc
Principal · Less than 5% · Apr 2024
-
Addison Advisors Llc
Owner · 25% – 50% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗