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Patti Sue Almanza

Chief Compliance OfficerIndexperts, LLCCRD 4067774

About Patti Sue Almanza

Patti Sue Almanza is listed as Chief Compliance Officer at Indexperts, LLC in Charlotte, NC. Form ADV reports a beneficial ownership band of Under 5%. Patti Sue Almanza is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Indexperts, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patti Sue Almanza work?

Patti Sue Almanza is listed as Chief Compliance Officer at Indexperts, LLC on SEC Form ADV.

How much of Indexperts, LLC does Patti Sue Almanza own?

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

Indexperts, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
View Indexperts, LLC →

Linden Thomas Advisory Services, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
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Turner Financial Group, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Turner Financial Group, Inc. →