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Wendy Suzanne Conrad Marsden

CcoTea & Taxes Company Dba Prosperitea PlanningCRD 6596601

About Wendy Suzanne Conrad Marsden

Wendy Suzanne Conrad Marsden is listed as Cco at Tea & Taxes Company Dba Prosperitea Planning in Greenfield, MA. Form ADV reports a beneficial ownership band of Under 5%. Wendy Suzanne Conrad Marsden is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Tea & Taxes Company Dba Prosperitea Planning
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wendy Suzanne Conrad Marsden work?

Wendy Suzanne Conrad Marsden is listed as Cco at Tea & Taxes Company Dba Prosperitea Planning on SEC Form ADV.

How much of Tea & Taxes Company Dba Prosperitea Planning does Wendy Suzanne Conrad Marsden own?

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

Tea & Taxes Company Dba Prosperitea Planning

TitleCco
OwnershipUnder 5%
Control personYes
Since2016
View Tea & Taxes Company Dba Prosperitea Planning →

Tea & Taxes Company Dba Prosperitea Planning

TitleTrustee, Firm Principal, Cco
Ownership50-75%
Control personYes
Since2016
View Tea & Taxes Company Dba Prosperitea Planning →