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Alan Jason Whitby

Managing Member & Chief Compliance OfficerStone Summit Wealth LLCCRD 5330508

About Alan Jason Whitby

Alan Jason Whitby is listed as Managing Member & Chief Compliance Officer at Stone Summit Wealth LLC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Stone Summit Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Alan Jason Whitby work?

Alan Jason Whitby is listed as Managing Member & Chief Compliance Officer at Stone Summit Wealth LLC on SEC Form ADV.

How much of Stone Summit Wealth LLC does Alan Jason Whitby own?

Form ADV reports a beneficial ownership band of 50-75%.

Stone Summit Wealth LLC

TitleManaging Member & Chief Compliance Officer
Ownership50-75%
Control personYes
Since2021
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