SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC is an SEC-registered investment adviser (CRD 315251).
Compensation: Fixed.
Clients served: Individuals, Charities.
| Name | Role | Location |
|---|---|---|
| MENDOZA MELANIE HOPE | CHIEF COMPLIANCE OFFICER | — |
| BERITELA SAM A | CCO AND CIO; CHIEF COMPLIANCE OFFICER; CIO | — |
| PARSON RYAN DOUGLAS | OWNER; PRESIDENT AND CEO | — |
| Katz Ellen Sachs | COO | — |