Kathy Poist Cuomo
Financial & Operations PrincipalIntegrated Financial Planning ServicesCRD 4877600
About Kathy Poist Cuomo
Kathy Poist Cuomo is listed as Financial & Operations Principal at Integrated Financial Planning Services in Heidelberg. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Integrated Financial Planning Services
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathy Poist Cuomo work?
Kathy Poist Cuomo is listed as Financial & Operations Principal at Integrated Financial Planning Services on SEC Form ADV.
How much of Integrated Financial Planning Services does Kathy Poist Cuomo own?
Form ADV reports a beneficial ownership band of Under 5%.
Integrated Financial Planning Services
| Title | Financial & Operations Principal |
| Ownership | Under 5% |
| Control person | No |
| Since | 2006 |