David J Spano Revocable Trust, Dated January 2, 2018
StockholderAnnex Advisory Services, LLC
About David J Spano Revocable Trust, Dated January 2, 2018
David J Spano Revocable Trust, Dated January 2, 2018 is listed as Stockholder at Annex Advisory Services, LLC in Brookfield, WI. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Annex Advisory Services, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does David J Spano Revocable Trust, Dated January 2, 2018 work?
David J Spano Revocable Trust, Dated January 2, 2018 is listed as Stockholder at Annex Advisory Services, LLC on SEC Form ADV.
How much of Annex Advisory Services, LLC does David J Spano Revocable Trust, Dated January 2, 2018 own?
Form ADV reports a beneficial ownership band of 50-75%.
Annex Advisory Services, LLC
| Title | Stockholder |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2025 |