RIA Intelligence

MONEY PROFESSIONALS, LLC

CRD #132080 SEC #801-64752 PENSACOLA, FL 850-433-5830
SEC Registered Disclosures
Total AUM
$40.8M
Discretionary
$40.8M
Employees
1
Clients
11
Accounts
276
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 13, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JORDAN, DONNA, KAYIMEMBER / CHIEF COMPLIANCE OFFICERE Control
JORDAN, DONNA, KAYIMEMBER / CHIEF COMPLIANCE OFFICERE Control
JORDAN, DONNA, KAYIMEMBER / CHIEF COMPLIANCE OFFICERE Control
JORDAN, DONNA, KAYIMEMBER / SENIOR PARTNER / CHIEF COMPLIANCE OFFICERD Control
JORDAN, DONNA, KAYIMEMBER / SENIOR PARTNER / CHIEF COMPLIANCE OFFICERD Control
JORDAN, DONNA, KAYIMEMBER / SENIOR PARTNER / CHIEF COMPLIANCE OFFICERD Control
JORDAN, DONNA, KAYIMEMBER / SENIOR PARTNER / CHIEF COMPLIANCE OFFICERD Control
JORDAN, DONNA, KAYIMEMBER / SENIOR PARTNER / CHIEF COMPLIANCE OFFICERD Control
JORDAN, DONNA, KAYIMEMBER / CHIEF COMPLIANCE OFFICERD Control
MCDOWELL, MARGARET, ROSEIMEMBER / SENIOR PARTNERD Control
MCDOWELL, MARGARET, ROSEIMEMBER / SENIOR PARTNERD Control
MCDOWELL, MARGARET, ROSEIMEMBER / SENIOR PARTNERD Control
MCDOWELL, MARGARET, ROSEIMEMBER / SENIOR PARTNERD Control
MCDOWELL, MARGARET, ROSEIMEMBER / SENIOR PARTNERD Control
MCDOWELL, MARGARET, ROSEIMEMBER / SENIOR PARTNERD Control

Registrations

Federal

IA
Mar 13, 2012 REGISTERED

Notice Filings (2)

FL LA

Address

625 EAST ROMANA STREET
PENSACOLA, FL 32502-6111
United States
Phone: 850-433-5830