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Wendy S.c. Marsden Investment Trust, Udt Dated November 29, 2017

Trust Established By OwnerTea & Taxes Company Dba Prosperitea Planning

About Wendy S.c. Marsden Investment Trust, Udt Dated November 29, 2017

Wendy S.c. Marsden Investment Trust, Udt Dated November 29, 2017 is listed as Trust Established By Owner at Tea & Taxes Company Dba Prosperitea Planning in Greenfield, MA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Tea & Taxes Company Dba Prosperitea Planning
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wendy S.c. Marsden Investment Trust, Udt Dated November 29, 2017 work?

Wendy S.c. Marsden Investment Trust, Udt Dated November 29, 2017 is listed as Trust Established By Owner at Tea & Taxes Company Dba Prosperitea Planning on SEC Form ADV.

How much of Tea & Taxes Company Dba Prosperitea Planning does Wendy S.c. Marsden Investment Trust, Udt Dated November 29, 2017 own?

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

Tea & Taxes Company Dba Prosperitea Planning

TitleTrust Established By Owner
Ownership50-75%
Control personYes
Since2017
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