Trustee, J. Scott Harkness 1999 Trust · Provident Trust Company
Allison R. Creed
CRD 7358719 · Named on Form ADV at one SEC-registered adviser
At a glance
Provident Trust Company, an SEC-registered wealth manager based in Waukesha, WI with $6.9 billion in regulatory assets, lists Allison R. Creed on its Form ADV as Trustee, J. Scott Harkness 1999 Trust, a control person.
Firms and roles
- Provident Trust CompanyTrustee, J. Scott Harkness 1999 TrustWealth manager · Waukesha, WI · $6.9B in regulatory assets
AtlasMembers
Allison’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- James S. HarknessDirector/Chief Executive Officer, Provident Trust Company
- John P. OnzikDirector, Provident Trust Company
- Eugene T. JacobusDirector, Provident Trust Company
- Thomas N. TuttleVice President/Secretary/Director, Provident Trust Company
- Marifran CreedTrustee, J. Scott & Genevieve Harkness 2003 Trust FBO Carey T. Harkness, Provident Trust Company
2 more people named with Allison on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allison’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.