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Matthew Glenn Davis

Manager And Chief Compliance OfficerSherwood Financial Partners, LLCCRD 5853796

About Matthew Glenn Davis

Matthew Glenn Davis is listed as Manager And Chief Compliance Officer at Sherwood Financial Partners, LLC in Westlake Village, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sherwood Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Glenn Davis work?

Matthew Glenn Davis is listed as Manager And Chief Compliance Officer at Sherwood Financial Partners, LLC on SEC Form ADV.

How much of Sherwood Financial Partners, LLC does Matthew Glenn Davis own?

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

Sherwood Financial Partners, LLC

TitleManager And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2019