STEFAN WHITWELL is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with WHITWELL & CO, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WHITWELL & CO, LLC | 2025-01-06 | present | Yes |
| COMPOUND PLANNING, INC. | 2022-07-08 | 2025-01-03 | — |
| BELPOINTE ASSET MANAGEMENT LLC | 2021-03-03 | 2022-08-05 | — |
| NATIONAL WEALTH PARTNERS LLC | 2017-09-01 | 2021-04-29 | — |
| COVENANT | 2014-12-12 | 2017-06-07 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2014-06-27 | 2014-10-08 | — |