Sorrento Pacific Financial LLC
Nombre legal: SORRENTO PACIFIC FINANCIAL, LLC
Detalles de contacto completos
Sorrento Pacific Financial LLC
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-805-7900
858-530-2875
Otra información
Sorrento Pacific Financial LLC, una empresa de responsabilidad limitada legalmente reconocida en California, emplea un total de 104 individuos, incluyendo 22 asesores, y atiende a 165 clientes. Ha mantenido su estado aprobado por la SEC desde el 15 de julio de 2009.
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Homepage | ISB Investment Services
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and
Homepage | The Peoples Bank of Ripley
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and
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*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and
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Propietarios directos
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AMELIA HARDWICK BEATTIE
COO posee menos de 5%
-
AWS 3, INC
SOLE OWNER posee 75% o más
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DANIEL JOSEPH KILROY
FINOP posee menos de 5%
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RICHARD STEWART DAHL
CHIEF COMPLIANCE OFFICER; ROSFP posee menos de 5%
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RICHARD TRANG
ROSFP posee menos de 5%
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VALORIE ANNE SEYFERT
PRESIDENT, CLO, CFO, CEO posee menos de 5%
Propietarios indirectos
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AMELIA HARDWICK BEATTIE
TRUSTEE
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY posee 75% o más
-
ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY posee 75% o más
-
BBB FAMILY TRUST
SHAREHOLDER
-
CJT FAMILY TRUST
SHAREHOLDER
-
DOUGLAS JOHN KETTERER
SHAREHOLDER
-
GEORGE TAYLOR BEATTIE
TRUSTEE
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KEVIN LAWRENCE BEARD
MEMBER
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LEE EQUITY PARTNERS FUND II(A), L.P.
MEMBER posee más del 25% pero menos del 50%
-
LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY posee más del 25% pero menos del 50%
-
TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER
-
VALORIE ANNE SEYFERT
TRUSTEE