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Tabitha Wee Chih Lundstrom

The Fiduciary Alliance

Bagley, MN

Greenville, SC

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Current Employers
The Fiduciary Alliance

135 S Main St Suite 600, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-04-27
  • MN RA
    APPROVED
    Since 2023-04-27

Branch Locations

24414 Daniel Lake Drive, Bagley, MN 56621 • United States

135 S Main St Suite 600, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stewardship Investments Bagley MN 02/2015 Present
  • 02/2015 → Present
    Stewardship Investments
    Bagley, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-27
Other Names
  • Tabitha Wc Sze

View on SEC IAPD

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