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David Louis Taiclet

TrusteeCatholic Investment Services, Inc.CRD 7053967

About David Louis Taiclet

David Louis Taiclet is listed as Trustee at Catholic Investment Services, Inc. in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%. David Louis Taiclet is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Catholic Investment Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Louis Taiclet work?

David Louis Taiclet is listed as Trustee at Catholic Investment Services, Inc. on SEC Form ADV.

How much of Catholic Investment Services, Inc. does David Louis Taiclet own?

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

Catholic Investment Services, Inc.

TitleTrustee
OwnershipUnder 5%
Control personYes
Since2023

Lewis & Clark Equity Partners, LLC

TitleManaging Director
OwnershipUnder 5%
Control personYes
Since2018