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Edward J. Mallon Revocable Trust, Edward J Mallon Trustee

OwnerSecure Planning, LLC

About Edward J. Mallon Revocable Trust, Edward J Mallon Trustee

Edward J. Mallon Revocable Trust, Edward J Mallon Trustee is listed as Owner at Secure Planning, LLC in Portsmouth, NH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Secure Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Edward J. Mallon Revocable Trust, Edward J Mallon Trustee work?

Edward J. Mallon Revocable Trust, Edward J Mallon Trustee is listed as Owner at Secure Planning, LLC on SEC Form ADV.

How much of Secure Planning, LLC does Edward J. Mallon Revocable Trust, Edward J Mallon Trustee own?

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

Secure Planning, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since1990