RT
Richard Todd Rebori
CRD 4707220
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Point B Planning, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Point B Planning, Llc
Principal · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗