Kathleen Elizabeth Duffy
President & Chief Compliance OfficerIndependence Wealth Advisors Inc.CRD 3023588
About Kathleen Elizabeth Duffy
Kathleen Elizabeth Duffy is listed as President & Chief Compliance Officer at Independence Wealth Advisors Inc. in McLean, VA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Independence Wealth Advisors Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathleen Elizabeth Duffy work?
Kathleen Elizabeth Duffy is listed as President & Chief Compliance Officer at Independence Wealth Advisors Inc. on SEC Form ADV.
How much of Independence Wealth Advisors Inc. does Kathleen Elizabeth Duffy own?
Form ADV reports a beneficial ownership band of Over 75%.
Independence Wealth Advisors Inc.
| Title | President & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2007 |