JS
James Stuart Agostini
CRD 2596320
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Davinci Financial Designs Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Davinci Financial Designs Llc
Manager And Chief Compliance Officer · 75% or more · Mar 2024
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Davinci Financial Designs Llc
Owner · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗