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Brian C. Lock Tod Brian C. Lock and Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016

OwnerUniversal Financial Advisors, LLC

About Brian C. Lock Tod Brian C. Lock and Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016

Brian C. Lock Tod Brian C. Lock and Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016 is listed as Owner at Universal Financial Advisors, LLC in St. Louis, MO. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Universal Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian C. Lock Tod Brian C. Lock and Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016 work?

Brian C. Lock Tod Brian C. Lock and Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016 is listed as Owner at Universal Financial Advisors, LLC on SEC Form ADV.

How much of Universal Financial Advisors, LLC does Brian C. Lock Tod Brian C. Lock and Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016 own?

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

Universal Financial Advisors, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2024
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