JB
Joseph Blane Shea
CRD 2726131
Firms
| Firm | Role | As of |
|---|---|---|
| Horizon Family Wealth, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Horizon Family Wealth, Inc.
Managing Partner And Chief Compliance Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗