Stacy Sizemore of Portland, OR appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Stacy Sizemore appears on 16 filing roles across Form 13F (15), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | VALEN PRIVATE CAPITAL, LLC. | CHIEF COMPLIANCE OFFICER | PAOLI, PA |
| 2021-03-09 | Form 13F | ENCOMPASS WEALTH ADVISORS, LLC | Chief Compliance Officer | PORTLAND, OR |
| 2021-03-09 | Form 13F | CHILDRESS CAPITAL ADVISORS, LLC | Chief Compliance Officer | HOUSTON, TX |
| 2021-03-05 | Form 13F | PATRON PARTNERS, LLC | Chief Compliance Officer | HOUSTON, TX |
| 2021-03-05 | Form 13F | JEPPSON WEALTH MANAGEMENT, LLC | Chief Compliance Officer | MANHATTAN BEACH, CA |
| 2021-03-09 | Form 13F | tru Independence LLC | Chief Compliance Officer | PORTLAND, OR |
| 2021-03-09 | Form 13F | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | Chief Compliance Officer | PORTLAND, OR |
| 2021-03-09 | Form 13F | FIRETHORN WEALTH PARTNERS, LLC | Chief Compliance Officer | AUGUSTA, GA |
| 2021-03-09 | Form 13F | DEFINED WEALTH MANAGEMENT, LLC | Chief Compliance Officer | BEAVERTON, OR |
| 2020-12-31 | Form 13F | JACKSON SQUARE CAPITAL, LLC | Chief Compliance Officer | SAN FRANCISCO, CA |
| 2021-03-05 | Form 13F | BNC WEALTH MANAGEMENT, LLC | Chief Compliance Officer | BEAVERTON, OR |
| 2020-12-31 | Form 13F | CATALYST PRIVATE WEALTH, LLC | Chief Compliance Officer | SAN MATEO, CA |
| 2020-12-31 | Form 13F | CHIRON CAPITAL MANAGEMENT, LLC | Chief Compliance Officer | TALLAHASSEE, FL |
| 2020-08-18 | Form 13F | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | Chief Compliance Officer | HIGHLAND PARK, IL |
| 2021-03-05 | Form 13F | PACES FERRY WEALTH ADVISORS, LLC | Chief Compliance Officer | ATLANTA, GA |
| 2021-03-05 | Form 13F | 44 WEALTH MANAGEMENT LLC | Chief Compliance Officer | EUGENE, OR |