WEALTHSOURCE PARTNERS, LLC

WEALTHSOURCE PARTNERS, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 282202). Regulatory assets under management: $2.1B.

Registration

Officers, owners & control persons (14)

NameRoleLocation
SULLIVAN ARLO BRYANCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & ELECTED MANAGER; CHIEF EXECUTIVE OFFICER & MANAGING MEMBER (+3 more)
PATTON ERIC DWAYNECHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & ELECTED MANAGER (+2 more)
DUBRAVAC JON EDWARDCHIEF BUSINESS DEVELOPMENT OFFICER; CHIEF BUSINESS DEVELOPMENT OFFICER & ELECTED MANAGER; CHIEF DEVELOPMENT OFFICER (+3 more)
SWANSON KEVIN CHARLESMEMBER
SMITH KELLY MORROWCHIEF STRATEGY OFFICER; CHIEF STRATEGY OFFICER & ELECTED MANAGER; MEMBER
ITO DAVIDCHIEF COMPLIANCE OFFICER & GENERAL COUNSEL
SHEA CHRISTOPHER MAXIMECHIEF INVESTMENT OFFICER
BREWER MICHAEL PATRICKCHIEF STRATEGY OFFICER; PRESIDENT; PRESIDENT & CHIEF MARKETING OFFICER
ITO DAVID AKIRACHIEF COMPLIANCE OFFICER & GENERAL COUNSEL
MALEK MARK PETERCHIEF INVESTMENT OFFICER
NAGELL LUKE PATRICKCHIEF INVESTMENT OFFICER
MAY DOUGLAS BOYDCHIEF INVESTMENT OFFICER
MIRABELLA JASON ANTHONYCHIEF OPERATING OFFICER; CHIEF PLATFORM OFFICER
GOODBREAD JUSTIN ALLANCHIEF STRATEGY OFFICER; PRESIDENT

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