Brian Scott Dunckley
President And Chief Compliance OfficerPlum Pointe Wealth Management, LLCCRD 4953453
About Brian Scott Dunckley
Brian Scott Dunckley is listed as President And Chief Compliance Officer at Plum Pointe Wealth Management, LLC in Providence, RI. Form ADV reports a beneficial ownership band of Under 5%. Brian Scott Dunckley is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Plum Pointe Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian Scott Dunckley work?
Brian Scott Dunckley is listed as President And Chief Compliance Officer at Plum Pointe Wealth Management, LLC on SEC Form ADV.
How much of Plum Pointe Wealth Management, LLC does Brian Scott Dunckley own?
Form ADV reports a beneficial ownership band of Under 5%.
Plum Pointe Wealth Management, LLC
| Title | President And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Plum Pointe Wealth Management, LLC
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |