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Jessica Rosenfeld Sherburne

Chief Compliance OfficerTriangle Securities Wealth Management, IncCRD 3023999

About Jessica Rosenfeld Sherburne

Jessica Rosenfeld Sherburne is listed as Chief Compliance Officer at Triangle Securities Wealth Management, Inc in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Triangle Securities Wealth Management, Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jessica Rosenfeld Sherburne work?

Jessica Rosenfeld Sherburne is listed as Chief Compliance Officer at Triangle Securities Wealth Management, Inc on SEC Form ADV.

How much of Triangle Securities Wealth Management, Inc does Jessica Rosenfeld Sherburne own?

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

Triangle Securities Wealth Management, Inc

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
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