Sorrento Pacific Financial LLC
正式名称: SORRENTO PACIFIC FINANCIAL, LLC
フルコンタクト詳細
Sorrento Pacific Financial LLC
10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA
858-805-7900
858-530-2875
他の情報
Sorrento Pacific Financial LLCは、法的に認められたCA有限責任会社であり、22人のアドバイザーを含む合計104人の従業員を雇用し、165人の顧客を対象にサービスを提供しています。同社は2009年7月15日以来、承認されたSECの地位を維持しています。
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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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直接の所有者
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AMELIA HARDWICK BEATTIE
COO 所有する 5％未満
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AWS 3, INC
SOLE OWNER 所有する 75％以上
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DANIEL JOSEPH KILROY
FINOP 所有する 5％未満
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RICHARD STEWART DAHL
CHIEF COMPLIANCE OFFICER; ROSFP 所有する 5％未満
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RICHARD TRANG
ROSFP 所有する 5％未満
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VALORIE ANNE SEYFERT
PRESIDENT, CLO, CFO, CEO 所有する 5％未満
間接所有者
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AMELIA HARDWICK BEATTIE
TRUSTEE
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ATRIA WEALTH SOLUTIONS HOLDINGS, LLC
HOLDING COMPANY 所有する 75％以上
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ATRIA WEALTH SOLUTIONS, INC
HOLDING COMPANY 所有する 75％以上
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BBB FAMILY TRUST
SHAREHOLDER
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CJT FAMILY TRUST
SHAREHOLDER
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DOUGLAS JOHN KETTERER
SHAREHOLDER
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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 所有する 25％以上50％未満
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LEP ATRIA HOLDINGS, LLC
HOLDING COMPANY 所有する 25％以上50％未満
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TRIPLE BLACK DIAMOND, LLC
SHAREHOLDER
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VALORIE ANNE SEYFERT
TRUSTEE