PPrivate Fund Data Log in Join · $37/mo

Jessica Marie Trunck

Chief Compliance OfficerConcorde Financial Resources I Inc.CRD 4561886

About Jessica Marie Trunck

Jessica Marie Trunck is listed as Chief Compliance Officer at Concorde Financial Resources I Inc. in Wilkesboro, NC. Form ADV reports a beneficial ownership band of Under 5%. Jessica Marie Trunck is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Concorde Financial Resources I Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jessica Marie Trunck work?

Jessica Marie Trunck is listed as Chief Compliance Officer at Concorde Financial Resources I Inc. on SEC Form ADV.

How much of Concorde Financial Resources I Inc. does Jessica Marie Trunck own?

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

Concorde Financial Resources I Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2015
View Concorde Financial Resources I Inc. →

Westminster Financial Advisory Corp

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2014
View Westminster Financial Advisory Corp →