Sandra O. Moran 2020 Descendants Trust
TrusteeWilliam Raveis - Moran Wealth Management, LLC
About Sandra O. Moran 2020 Descendants Trust
Sandra O. Moran 2020 Descendants Trust is listed as Trustee at William Raveis - Moran Wealth Management, LLC in Naples, FL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of William Raveis - Moran Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Sandra O. Moran 2020 Descendants Trust work?
Sandra O. Moran 2020 Descendants Trust is listed as Trustee at William Raveis - Moran Wealth Management, LLC on SEC Form ADV.
How much of William Raveis - Moran Wealth Management, LLC does Sandra O. Moran 2020 Descendants Trust own?
Form ADV reports a beneficial ownership band of 25-50%.
William Raveis - Moran Wealth Management, LLC
| Title | Trustee |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2021 |