SB
Stephen Barnett Shipley
CRD 2413071
Firms
| Firm | Role | As of |
|---|---|---|
| Cottonwood Ventures, Llc | Registered representative | 07/20/2026 |
| Alongside, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cottonwood Ventures, Llc
Founder, Director Of Financial Planning, Chief Compliance Officer · 25% – 50% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗