Mary Kathryn Lockwood
Chief Investment OfficerParagon Private Wealth Management LLCCRD 4992826
About Mary Kathryn Lockwood
Mary Kathryn Lockwood is listed as Chief Investment Officer at Paragon Private Wealth Management LLC in Lexington, KY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Paragon Private Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Mary Kathryn Lockwood work?
Mary Kathryn Lockwood is listed as Chief Investment Officer at Paragon Private Wealth Management LLC on SEC Form ADV.
How much of Paragon Private Wealth Management LLC does Mary Kathryn Lockwood own?
Form ADV reports a beneficial ownership band of Under 5%.
Paragon Private Wealth Management LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |