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Daniel Francis Rogan

Chief Financial OfficerTrivest Investment Advisors, LLCCRD 6343470

About Daniel Francis Rogan

Daniel Francis Rogan is listed as Chief Financial Officer at Trivest Investment Advisors, LLC in Coral Gables, FL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Trivest Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Francis Rogan work?

Daniel Francis Rogan is listed as Chief Financial Officer at Trivest Investment Advisors, LLC on SEC Form ADV.

How much of Trivest Investment Advisors, LLC does Daniel Francis Rogan own?

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

Trivest Investment Advisors, LLC

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2020