Wendy Suzanne Conrad Marsden
CcoTea & Taxes Company Dba Prosperitea PlanningCRD 6596601
About Wendy Suzanne Conrad Marsden
Wendy Suzanne Conrad Marsden is listed as Cco at Tea & Taxes Company Dba Prosperitea Planning in Greenfield, MA. Form ADV reports a beneficial ownership band of Under 5%. Wendy Suzanne Conrad Marsden is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Tea & Taxes Company Dba Prosperitea Planning
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Wendy Suzanne Conrad Marsden work?
Wendy Suzanne Conrad Marsden is listed as Cco at Tea & Taxes Company Dba Prosperitea Planning on SEC Form ADV.
How much of Tea & Taxes Company Dba Prosperitea Planning does Wendy Suzanne Conrad Marsden own?
Form ADV reports a beneficial ownership band of Under 5%.
Tea & Taxes Company Dba Prosperitea Planning
| Title | Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2016 |
Tea & Taxes Company Dba Prosperitea Planning
| Title | Trustee, Firm Principal, Cco |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2016 |