Katherine Lisa Kumro
Chief Compliance OfficerPacific Wealth Advisory Services LLCCRD 1730228
About Katherine Lisa Kumro
Katherine Lisa Kumro is listed as Chief Compliance Officer at Pacific Wealth Advisory Services LLC in Danville, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Pacific Wealth Advisory Services LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Katherine Lisa Kumro work?
Katherine Lisa Kumro is listed as Chief Compliance Officer at Pacific Wealth Advisory Services LLC on SEC Form ADV.
How much of Pacific Wealth Advisory Services LLC does Katherine Lisa Kumro own?
Form ADV reports a beneficial ownership band of Under 5%.
Pacific Wealth Advisory Services LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |