Wealthsource Partners LLC

Wealthsource Partners LLC, a California-based limited liability company, is staffed by 46 employees, with 35 working in advisory roles. The number of clients served by this firm is undisclosed. The U.S. Securities and Exchange Commission approved their status, with registration dates as of February 18, 2016.

• ARLO BRYAN SULLIVAN

  CHIEF EXECUTIVE OFFICER & MANAGING MEMBER owns less than 5%

• AVANT-GARDE WEALTH MANAGEMENT INC.

  MEMBER owns more than 25% but less than 50%

• DAVID AKIRA ITO

  CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL owns less than 5%

• DOUGLAS BOYD MAY

  CHIEF INVESTMENT OFFICER owns less than 5%

• ERIC DWAYNE PATTON

  CHIEF OPERATING OFFICER owns less than 5%

• JON EDWARD DUBRAVAC

  CHIEF DEVELOPMENT OFFICER owns less than 5%

• VELLUM FINANCIAL, LLC

  MEMBER owns more than 25% but less than 50%

• AVANT-GARDE ADVISORS LLC

  MEMBER owns more than 25% but less than 50%

• CHRISTOPHER MAXIME SHEA

  CHIEF INVESTMENT OFFICER owns less than 5%

• ARLO BRYAN SULLIVAN

  MANAGING MEMBER owns 75% or more

• ERIC DWAYNE PATTON

  CHIEF FINANCIAL OFFICER owns more than 25% but less than 50%

• JON EDWARD DUBRAVAC

  CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%

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