UNITED ETHOS WEALTH PARTNERS, LLC
CRD #323762 SEC #801-128234 ROCKWALL, TX 844-413-8467
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOOLVERTON, WILLIAM, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOOLVERTON, WILLIAM, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| WILSON, JOSHUA, ISAIAH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TOROSO INVESTMENTS, LLC | DE | UNIT HOLDER | C | Control |
| TOROSO INVESTMENTS, LLC | DE | UNIT HOLDER | C | Control |
Registrations
Federal
IA
May 29, 2023 REGISTERED
Notice Filings (12)
CA CO CT DE FL IL MA NH NV NY RI TX
Address
1001 N. GOLIADSUITE 125
ROCKWALL, TX 75087
United States
Phone: 844-413-8467