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Bradley and Teresa Ann Stephenson Trust Dated 7-27-98

ShareholderStephenson and Company, Inc.

About Bradley and Teresa Ann Stephenson Trust Dated 7-27-98

Bradley and Teresa Ann Stephenson Trust Dated 7-27-98 is listed as Shareholder at Stephenson and Company, Inc. in San Clemente, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Stephenson and Company, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bradley and Teresa Ann Stephenson Trust Dated 7-27-98 work?

Bradley and Teresa Ann Stephenson Trust Dated 7-27-98 is listed as Shareholder at Stephenson and Company, Inc. on SEC Form ADV.

How much of Stephenson and Company, Inc. does Bradley and Teresa Ann Stephenson Trust Dated 7-27-98 own?

Form ADV reports a beneficial ownership band of Over 75%.

Stephenson and Company, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2016
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