UPTICK PARTNERS, LLC ACTIVE IA

Key facts

FINRA firm ID

324250

Firm name

UPTICK PARTNERS, LLC

Other names / DBAs

ANCHOR POINTE FINANCIAL PLANNING, LLC; UPTICK PARTNERS, LLC; OLYMPUS WEALTH STRATEGIES; HOLISTIC PLANNING, LLC; DVORAK FINANCIAL PLANNING; COPPERTREE FINANCIAL PLANNING; BAXTER ADVISORS, LLC

IA scope

ACTIVE

SEC IA file

801-127235

Branches

14

Disclosure events

No

HQ

NACOGDOCHES, TX, 75965, United States

Run KYC screen

Check UPTICK PARTNERS, LLC across OFAC + UFLPA + CSL + SAM + OIG + DOJ + CFTC + CFPB + courts + Fed + NHTSA + CISA + FINRA ↗