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FIRM PROFILE
Where the Statistical Data for CONOR PETERSON LLC Comes From
Understanding the Statistics for CONOR PETERSON LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
Texas since 06/26/1998
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| DIRECT TRADE MANAGEMENT, L.P. | MEMEBER | ||
| CRONIN, WILLIAM FRANCIS JR | PRESIDENT | 1712990 | |
| GULIS, MARK DOUGLAS | SECRETARY | 730496 | |
| PETERSON, ALLAN PHILIP | DIRECTOR | 2999516 | |
| SCHULTZ, NICOLAS ALBIN | ASST. V.P./SROP/CROP | 2878891 | |
| SCHULTZ, NICOLAS ALBIN | CHIEF COMPLIANCE OFFICER | ||
| STERLING, DONALD WILLIAM | FINOP | 1192425 |
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Advisor's working at CONOR PETERSON LLC
Stacey Lynn Pinski
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Colby Brainard Fox
Registered Affiliation(s):SELAH WEALTH ADVISORS
David Benjamin Hollenberg
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
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