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William Raveis Jr. Irrevocable Trust

Shareholder And TrusteeWilliam Raveis - Moran Wealth Management, LLC

About William Raveis Jr. Irrevocable Trust

William Raveis Jr. Irrevocable Trust is listed as Shareholder And Trustee at William Raveis - Moran Wealth Management, LLC in Naples, FL. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of William Raveis - Moran Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does William Raveis Jr. Irrevocable Trust work?

William Raveis Jr. Irrevocable Trust is listed as Shareholder And Trustee at William Raveis - Moran Wealth Management, LLC on SEC Form ADV.

How much of William Raveis - Moran Wealth Management, LLC does William Raveis Jr. Irrevocable Trust own?

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

William Raveis - Moran Wealth Management, LLC

TitleShareholder And Trustee
Ownership50-75%
Control personYes
Since2010
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