Matthew Scott Ellis
President And Chief Compliance OfficerPlanning Directions, Inc.CRD 5588159
About Matthew Scott Ellis
Matthew Scott Ellis is listed as President And Chief Compliance Officer at Planning Directions, Inc. in Glen Mills, PA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Planning Directions, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Scott Ellis work?
Matthew Scott Ellis is listed as President And Chief Compliance Officer at Planning Directions, Inc. on SEC Form ADV.
How much of Planning Directions, Inc. does Matthew Scott Ellis own?
Form ADV reports a beneficial ownership band of 50-75%.
Planning Directions, Inc.
| Title | President And Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2023 |