Clarifying Custody - Part I - a podcast by Ivan Barretto, Megan Campbell, and Collin OBryant

Intro Topic I - Custody Rule Topic II - Subject to Suprise Examination Topic III - Agreement with a CPA Topic IV - Definition of Custody Outro

Guest Speaker Information: Rick Wilkens, CPA, CVA, Partner DeMarco Sciaccotta Wilkens & Dunleavy, LLP Linkedin: https://loom.ly/TXtOS0I

Company Information: DeMarco Sciaccotta Wilkens & Dunleavy, LLP Website:https://loom.ly/-K01JpU Company LinkedIn: https://loom.ly/0iET56I

RIA Compliance Concepts Toll Free: 1-833-RIACCIO Email: info@riacc.io Website: www.riacc.io LinkedIn: https://www.linkedin.com/company/25040493/admin/updates/ Twitter: https://twitter.com/RIAComplyCEP Facebook: https://www.facebook.com/RIAComplianceConcepts/ Instagram: https://www.instagram.com/riacomplianceconcepts/

Host Information Ivan Barretto, Managing Director LinkedIn: https://www.linkedin.com/in/ivanbarretto30/

Megan Campbell, Managing Director LinkedIn: https://www.linkedin.com/in/megan-campbell-5016a442/

Collin O’Bryant, Senior Consultant LinkedIn: https://www.linkedin.com/in/collin-o-bryant-485416a1/

Further episodes of The RIA Compliance Collective

Further podcasts by Ivan Barretto, Megan Campbell, and Collin O'Bryant

Website of Ivan Barretto, Megan Campbell, and Collin O'Bryant