Plato 399 Revocable Trust Dated 8-14-2017
MemberInvestlinc Wealth Services, LLC
About Plato 399 Revocable Trust Dated 8-14-2017
Plato 399 Revocable Trust Dated 8-14-2017 is listed as Member at Investlinc Wealth Services, LLC in Brea, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Investlinc Wealth Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Plato 399 Revocable Trust Dated 8-14-2017 work?
Plato 399 Revocable Trust Dated 8-14-2017 is listed as Member at Investlinc Wealth Services, LLC on SEC Form ADV.
How much of Investlinc Wealth Services, LLC does Plato 399 Revocable Trust Dated 8-14-2017 own?
Form ADV reports a beneficial ownership band of 25-50%.
Investlinc Wealth Services, LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |