James Rhead Sweeney
Managing MemberSwitchpoint Financial Planning LLCCRD 5964234
About James Rhead Sweeney
James Rhead Sweeney is listed as Managing Member at Switchpoint Financial Planning LLC in Lehi, UT. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Switchpoint Financial Planning LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Rhead Sweeney work?
James Rhead Sweeney is listed as Managing Member at Switchpoint Financial Planning LLC on SEC Form ADV.
How much of Switchpoint Financial Planning LLC does James Rhead Sweeney own?
Form ADV reports a beneficial ownership band of Over 75%.
Switchpoint Financial Planning LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2015 |