RIA Intelligence

POCKETNEST INC.

Legal name: POCKETNEST

CRD #297534 SEC #801-114314 ANN ARBOR, MI (248) 202-6201
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
0
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2020
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WILLIS, JESSICA, MARIEICHIEF COMPLIANCE OFFICERNA Control
POCKETNEST INC.DEMEMBERE Control
WILLIS, JESSICA, MARIEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
WILLIS, JESSICA, MARIEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
Craven, AshleighISHAREHOLDERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WILLIS, JESSICA, MARIEIPOCKETNEST INC.E Control

Registrations

Federal

IA
Mar 26, 2020 REGISTERED

Notice Filings (1)

MI

Address

300 EAST LIBERTY, LOWER LEVEL
ANN ARBOR, MI 48104
United States
Phone: (248) 202-6201