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Brian Scott Dunckley

Chief Compliance OfficerPlum Pointe Wealth Management, LLCCRD 4953453

About Brian Scott Dunckley

Brian Scott Dunckley is listed as Chief Compliance Officer at Plum Pointe Wealth Management, LLC in Providence, RI. Form ADV reports a beneficial ownership band of Under 5%. Brian Scott Dunckley is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Plum Pointe Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Scott Dunckley work?

Brian Scott Dunckley is listed as Chief Compliance Officer at Plum Pointe Wealth Management, LLC on SEC Form ADV.

How much of Plum Pointe Wealth Management, LLC does Brian Scott Dunckley own?

Form ADV reports a beneficial ownership band of Under 5%.

Plum Pointe Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
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Plum Pointe Wealth Management, LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since2016
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