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The Lockwood Organization, LLC

OwnerMbl Wealth, LLC

About The Lockwood Organization, LLC

The Lockwood Organization, LLC is listed as Owner at Mbl Wealth, LLC in Charlotte, NC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Mbl Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Lockwood Organization, LLC work?

The Lockwood Organization, LLC is listed as Owner at Mbl Wealth, LLC on SEC Form ADV.

How much of Mbl Wealth, LLC does The Lockwood Organization, LLC own?

Form ADV reports a beneficial ownership band of 50-75%.

Mbl Wealth, LLC

TitleOwner
Ownership50-75%
Control personYes
Since2019