Managing Member, Chief Compliance Officer · Pacific Point Advisors, LLC
Henry W. Winship
CRD 2828208 · Named on Form ADV at one SEC-registered adviser
At a glance
Pacific Point Advisors, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $390 million in regulatory assets, lists Henry W. Winship on its Form ADV as Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Pacific Point Advisors, LLCManaging Member, Chief Compliance OfficerWealth manager · SAN Diego, CA · $390M in regulatory assets
AtlasMembers
Henry’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Michael C. LicosatiMember, Pacific Point Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Henry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.