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Manager · Bland Garvey Wealth Advisors, LLC

Lori A. Eads

CRD 5112485 · Named on Form ADV at one SEC-registered adviser

At a glance

Bland Garvey Wealth Advisors, LLC, an SEC-registered wealth manager based in Richardson, TX with $241 million in regulatory assets, lists Lori A. Eads on its Form ADV as Manager, a control person.

Firms and roles

AtlasMembers

Lori’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John C. GarveyManager & Chief Compliance Officer, Bland Garvey Wealth 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 Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.