Taylor Francis of San Francisco, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Taylor Francis appears on 3 filing roles across Form ADV (2), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WHITAKER-MYERS WEALTH MANAGERS, LTD. | CHIEF COMPLIANCE OFFICER | MANSFIELD, OH |
| — | Form ADV | CAPITAL ADVANTAGE, INC. | DIRECTOR OF INVESTMENT MANAGEMENT | WALNUT CREEK, CA |
| 2024-02-21 | Form D | Watershed Technology, Inc. | Executive Officer | SAN FRANCISCO, CA |