WH
William Henry Platt
CRD 4558339
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Momentum Advisors, Llc | Registered representative | 07/20/2026 |
| Farther Finance Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Momentum Advisors, Llc
Managing Partner And Chief Compliance Officer · 25% – 50% · Nov 2024
-
Momentum Advisors, Llc
35% Shareholder Of Momentum Advisors, Llc · 25% – 50% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗