Alan Jason Whitby
Managing Member & Chief Compliance OfficerStone Summit Wealth LLCCRD 5330508
About Alan Jason Whitby
Alan Jason Whitby is listed as Managing Member & Chief Compliance Officer at Stone Summit Wealth LLC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Stone Summit Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alan Jason Whitby work?
Alan Jason Whitby is listed as Managing Member & Chief Compliance Officer at Stone Summit Wealth LLC on SEC Form ADV.
How much of Stone Summit Wealth LLC does Alan Jason Whitby own?
Form ADV reports a beneficial ownership band of 50-75%.
Stone Summit Wealth LLC
| Title | Managing Member & Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |