Jeffrey Stephen Wund
Principal And Chief Compliance OfficerPoint B Planning, LLCCRD 3265536
About Jeffrey Stephen Wund
Jeffrey Stephen Wund is listed as Principal And Chief Compliance Officer at Point B Planning, LLC in Katonah, NY. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Point B Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Stephen Wund work?
Jeffrey Stephen Wund is listed as Principal And Chief Compliance Officer at Point B Planning, LLC on SEC Form ADV.
How much of Point B Planning, LLC does Jeffrey Stephen Wund own?
Form ADV reports a beneficial ownership band of 25-50%.
Point B Planning, LLC
| Title | Principal And Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2018 |