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Mary Kathryn Lockwood

Chief Investment OfficerParagon Private Wealth Management LLCCRD 4992826

About Mary Kathryn Lockwood

Mary Kathryn Lockwood is listed as Chief Investment Officer at Paragon Private Wealth Management LLC in Lexington, KY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Paragon Private Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Mary Kathryn Lockwood work?

Mary Kathryn Lockwood is listed as Chief Investment Officer at Paragon Private Wealth Management LLC on SEC Form ADV.

How much of Paragon Private Wealth Management LLC does Mary Kathryn Lockwood own?

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

Paragon Private Wealth Management LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2023
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