Sorrento Pacific Financial LLC
Nom légal: SORRENTO PACIFIC FINANCIAL, LLC
Coordonnées complètes
Sorrento Pacific Financial LLC
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-805-7900
858-530-2875
Autre info
Sorrento Pacific Financial LLC, une société à responsabilité limitée légalement reconnue en Californie, emploie un total de 104 personnes, dont 22 conseillers, et sert 165 clients. Elle a maintenu son statut approuvé par la SEC depuis le 15 juillet 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
Site Internet
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Bank of Oak Ridge Wealth Management
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First American Bank & Trust Investment Services
Our vision at Los Angeles Police Federal Credit Union Investment Services is to provide our members superior financial solutions.
Homepage | Thumb Bank and Trust
*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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Propriétaires directs
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AMELIA HARDWICK BEATTIE
COO possède Moins de 5%
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AWS 3, INC
SOLE OWNER possède 75% ou plus
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DANIEL JOSEPH KILROY
FINOP possède Moins de 5%
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RICHARD STEWART DAHL
CHIEF COMPLIANCE OFFICER; ROSFP possède Moins de 5%
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RICHARD TRANG
ROSFP possède Moins de 5%
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VALORIE ANNE SEYFERT
PRESIDENT, CLO, CFO, CEO possède Moins de 5%
Propriétaires indirects
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AMELIA HARDWICK BEATTIE
TRUSTEE
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY possède 75% ou plus
-
ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY possède 75% ou plus
-
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 possède plus de 25% mais moins de 50%
-
LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY possède plus de 25% mais moins de 50%
-
TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER
-
VALORIE ANNE SEYFERT
TRUSTEE