Brian Jeffry Stephenson
Co-Founder And Chief Compliance OfficerHolos Integrated Wealth, LLCCRD 2734808
About Brian Jeffry Stephenson
Brian Jeffry Stephenson is listed as Co-Founder And Chief Compliance Officer at Holos Integrated Wealth, LLC in Kennett Square, PA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Holos Integrated Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian Jeffry Stephenson work?
Brian Jeffry Stephenson is listed as Co-Founder And Chief Compliance Officer at Holos Integrated Wealth, LLC on SEC Form ADV.
How much of Holos Integrated Wealth, LLC does Brian Jeffry Stephenson own?
Form ADV reports a beneficial ownership band of 50-75%.
Holos Integrated Wealth, LLC
| Title | Co-Founder And Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2015 |