Sophia Sue Smith
Chief Compliance Officer, Chief Financial Officer And ShareholderWindmark Investment Partners, Inc.CRD 6914068
About Sophia Sue Smith
Sophia Sue Smith is listed as Chief Compliance Officer, Chief Financial Officer And Shareholder at Windmark Investment Partners, Inc. in Wilmington, DE. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Windmark Investment Partners, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Sophia Sue Smith work?
Sophia Sue Smith is listed as Chief Compliance Officer, Chief Financial Officer And Shareholder at Windmark Investment Partners, Inc. on SEC Form ADV.
How much of Windmark Investment Partners, Inc. does Sophia Sue Smith own?
Form ADV reports a beneficial ownership band of Under 5%.
Windmark Investment Partners, Inc.
| Title | Chief Compliance Officer, Chief Financial Officer And Shareholder |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |