JW
Joshua Wyatt Lancaster
CRD 2424549
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Brown Mcleod, Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Brown Mcleod, Inc
Vice President & Chief Compliance Officer & Chief Investment Officer · 10% – 25% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗