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Vice-President · PDS Planning Inc

Rita M Itsell

CRD 4648290 · Named on Form ADV at one SEC-registered adviser

At a glance

PDS Planning Inc, an SEC-registered wealth manager based in Dublin, OH with $2.2 billion in regulatory assets, lists Rita M Itsell on its Form ADV as Vice-President, a control person.

Firms and roles

  • PDS Planning IncVice-PresidentWealth manager · Dublin, OH · $2.2B in regulatory assets

AtlasMembers

Rita’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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rita’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.