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Joshua Kenneth Bannerman

Chief Compliance OfficerBannerman Wealth Management Group, LLCCRD 3263257

About Joshua Kenneth Bannerman

Joshua Kenneth Bannerman is listed as Chief Compliance Officer at Bannerman Wealth Management Group, LLC in Lewisville, TX. Form ADV reports a beneficial ownership band of Under 5%. Joshua Kenneth Bannerman is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Bannerman Wealth Management Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joshua Kenneth Bannerman work?

Joshua Kenneth Bannerman is listed as Chief Compliance Officer at Bannerman Wealth Management Group, LLC on SEC Form ADV.

How much of Bannerman Wealth Management Group, LLC does Joshua Kenneth Bannerman own?

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

Bannerman Wealth Management Group, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2009
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Bannerman Wealth Management Group, LLC

TitleTrustee
OwnershipOver 75%
Control personYes
Since2018
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