JM
Jessica Marie Trunck
CRD 4561886
Firms
| Firm | Role | As of |
|---|---|---|
| Westminster Financial Advisory Corp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Concorde Financial Resources I Inc.
Chief Compliance Officer · Less than 5% · Dec 2024
-
Westminster Financial Advisory Corp
Chief Compliance Officer · Less than 5% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗