ESTATE AND BUSINESS PLANNING GROUP, PA
CRD #141558 SEC #801-71318 ALTAMONTE SPRINGS, FL 407-389-1122
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
25
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 12, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PERRONE, ANTHONY, GASPARE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRONE, ANTHONY, GASPARE | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 12, 2011 REGISTERED
Notice Filings (1)
FL
Address
305 DOUGLAS AVEALTAMONTE SPRINGS, FL 32714
United States
Phone: 407-389-1122