Jessica Rosenfeld Sherburne
Chief Operations Officer, Chief Compliance OfficerTriangle Securities Wealth Management, IncCRD 3023999
About Jessica Rosenfeld Sherburne
Jessica Rosenfeld Sherburne is listed as Chief Operations Officer, Chief Compliance Officer at Triangle Securities Wealth Management, Inc in Raleigh, NC. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Triangle Securities Wealth Management, Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jessica Rosenfeld Sherburne work?
Jessica Rosenfeld Sherburne is listed as Chief Operations Officer, Chief Compliance Officer at Triangle Securities Wealth Management, Inc on SEC Form ADV.
How much of Triangle Securities Wealth Management, Inc does Jessica Rosenfeld Sherburne own?
Form ADV reports a beneficial ownership band of 5-10%.
Triangle Securities Wealth Management, Inc
| Title | Chief Operations Officer, Chief Compliance Officer |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2024 |