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Wade Wallace, Trustee of the Wade Allan Wallace Revocable Trust Dtd 5/17/2021

OwnerRegency Investment Advisors Inc

About Wade Wallace, Trustee of the Wade Allan Wallace Revocable Trust Dtd 5/17/2021

Wade Wallace, Trustee of the Wade Allan Wallace Revocable Trust Dtd 5/17/2021 is listed as Owner at Regency Investment Advisors Inc in Fresno, CA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Regency Investment Advisors Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wade Wallace, Trustee of the Wade Allan Wallace Revocable Trust Dtd 5/17/2021 work?

Wade Wallace, Trustee of the Wade Allan Wallace Revocable Trust Dtd 5/17/2021 is listed as Owner at Regency Investment Advisors Inc on SEC Form ADV.

How much of Regency Investment Advisors Inc does Wade Wallace, Trustee of the Wade Allan Wallace Revocable Trust Dtd 5/17/2021 own?

Form ADV reports a beneficial ownership band of 5-10%.

Regency Investment Advisors Inc

TitleOwner
Ownership5-10%
Control personNo
Since2022