Thomas Valentine David
Senior Wealth Advisor And Chief Compliance OfficerRockport Wealth, LLCCRD 5648448
About Thomas Valentine David
Thomas Valentine David is listed as Senior Wealth Advisor And Chief Compliance Officer at Rockport Wealth, LLC in Fairview Park, OH. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Rockport Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Thomas Valentine David work?
Thomas Valentine David is listed as Senior Wealth Advisor And Chief Compliance Officer at Rockport Wealth, LLC on SEC Form ADV.
How much of Rockport Wealth, LLC does Thomas Valentine David own?
Form ADV reports a beneficial ownership band of Under 5%.
Rockport Wealth, LLC
| Title | Senior Wealth Advisor And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |