Phillip Scott Leonard
Chief Compliance Officer, Chief Executive OfficerTerra Wealth Management, LLCCRD 4906018
About Phillip Scott Leonard
Phillip Scott Leonard is listed as Chief Compliance Officer, Chief Executive Officer at Terra Wealth Management, LLC in High Point, NC. Form ADV reports a beneficial ownership band of Under 5%. Phillip Scott Leonard is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Terra Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Phillip Scott Leonard work?
Phillip Scott Leonard is listed as Chief Compliance Officer, Chief Executive Officer at Terra Wealth Management, LLC on SEC Form ADV.
How much of Terra Wealth Management, LLC does Phillip Scott Leonard own?
Form ADV reports a beneficial ownership band of Under 5%.
Terra Wealth Management, LLC
| Title | Chief Compliance Officer, Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Terra Wealth Management, LLC
| Title | Sole Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |