MF
Michael Frederick Souza
CRD 4602740
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Koa Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Koa Wealth Management, Llc
Member, Chief Executive Officer, Chief Investment Officer And Chief Compliance Officer · Less than 5% · Apr 2024
-
Koa Wealth Management, Llc
Owner · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗