West Branch Capital Directory verified_user


Last updated: April 7th, 2020. Data source: SEC & FINRA filings. For more information, including disclosures, see financial advisor profile.

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Full Name Years Registered Years Registered at Firm Disclosures Registration Status
Deborah Elrie Davis 24 3 No Investment Advisor
Geoffrey Lee Wilson 3 2 No Investment Advisor
Peter Blaine Wiley 6 6 No Investment Advisor
David Le Fadel 35 Less than a year Yes Investment Advisor
Ayaz Mahmud 36 15 No Investment Advisor
Howard Edward Singer 19 6 No Investment Advisor
Anne Elizabeth Christopulos 19 3 No Investment Advisor
James Kai Ho 16 10 No Investment Advisor