Copperwynd Financial LLC
Legal Name: COPPERWYND FINANCIAL, LLC
14256 N. NORTHSIGHT BLVD., STE B-115, SCOTTSDALE, AZ
Full Contact Details
Copperwynd Financial LLC
14256 N. NORTHSIGHT BLVD., STE B-115, SCOTTSDALE, AZ
480-348-2100
480-348-2107
Other Info
Copperwynd Financial LLC is legally known as COPPERWYND FINANCIAL, LLC. It is an AZ Limited Liability Company. This firm has 7 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 13, 2007.
Direct Owners
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DAVID BLANE DAUGHTREY
MANAGING MEMBER owns more than 50% but less than 75%
-
ERICK SCOT NEWTON
MEMBER & CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
JACOB O EGGETT
MEMBER owns more than 5% but less than 10%
-
LYNDA KRANTZ ELLEY
MANAGING MEMBER owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 7, 2019
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