Greg Massey of Durant, OK appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Greg Massey appears on 6 filing roles across Form ADV (5), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-12 | Form ADV | EXENCIAL WEALTH ADVISORS, LLC | OWNER & CHIEF EXECUTIVE OFFICER | OKLAHOMA CITY, OK |
| 2025-08-01 | Form ADV | DELOS PRIVATE CLIENT GROUP, LLC | OWNER | DALLAS, TX |
| 2025-03-25 | Form ADV | WISDOM FIXED INCOME MANAGEMENT, LLC | OWNER | DALLAS, TX |
| 2025-03-31 | Form ADV | MEROS INVESTMENT MANAGEMENT, LP | OWNER | DALLAS, TX |
| 2025-03-31 | Form ADV | RANGER ALTERNATIVE MANAGEMENT, L.P. | OWNER | DALLAS, TX |
| 2026-04-02 | Form D | Spend Life Wisely Company, Inc. | Related Person | DURANT, OK |