Gery Joseph Sadzewicz appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Gery Joseph Sadzewicz appears on 53 filing roles across Form ADV (53).
Showing 50 of 53 filing roles.
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-08 | Form ADV | MADISON PARTNERS | CHIEF COMPLIANCE OFFICER | MADISON, WI |
| 2025-03-13 | Form ADV | MPI WEALTH MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | HINSDALE, IL |
| 2025-03-20 | Form ADV | LEGACY CORNERSTONE WEALTH LLC | CHIEF COMPLIANCE OFFICER | PEORIA, AZ |
| 2025-01-14 | Form ADV | VIKING HARBOUR INVESTMENT SOLUTIONS LIMITED | CHIEF COMPLIANCE OFFICER | CORK |
| 2026-01-06 | Form ADV | POEHLING CAPITAL MANAGEMENT, INC. | CHIEF COMPLIANCE OFFICER | MADISON, WI |
| 2026-01-16 | Form ADV | PINKERTON WEALTH PARTNERS | CHIEF COMPLIANCE OFFICER | COEUR D'ALENE, ID |
| 2026-01-14 | Form ADV | FORUM SOLUTIONS GROUP, LLC | CHIEF COMPLIANCE OFFICER | FISHERS, IN |
| 2025-12-02 | Form ADV | PROVIDENCE WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | FRANKFORT, IL |
| 2026-01-07 | Form ADV | CORNERSTONE SELECT ADVISORS, LLC | CCO | ST. LOUIS, MO |
| 2026-01-08 | Form ADV | WATERLOO CAPITAL, L.P. | CHIEF COMPLIANCE OFFICER | AUSTIN, TX |
| 2026-01-22 | Form ADV | SHERMAN PORTFOLIOS | CHIEF COMPLIANCE OFFICER | COEUR D'ALENE, ID |
| 2025-11-14 | Form ADV | HARBOR WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | GREEN BAY, WI |
| 2026-01-05 | Form ADV | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | LA CROSSE, WI |
| 2025-02-12 | Form ADV | DEMOCRACY INVESTMENT MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | — |
| 2025-08-07 | Form ADV | PAX FINANCIAL GROUP, LLC | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |
| 2025-02-21 | Form ADV | THE LEGACY FINANCIAL GROUP, INC. | CHIEF COMPLIANCE OFFICER | TULSA, OK |
| 2025-09-04 | Form ADV | LEFT BRAIN WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | NAPERVILLE, IL |
| 2025-02-27 | Form ADV | FAIRHAVEN WEALTH MANAGEMENT, LLC | CCO | WHEATON, IL |
| 2025-02-27 | Form ADV | PROFIT INVESTMENT MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | NORTH BETHESDA, MD |
| 2025-09-03 | Form ADV | RPR FINANCIAL ADVISORS LLC | CHIEF COMPLIANCE OFFICER | OVERLAND PARK, KS |
| 2025-11-04 | Form ADV | TETLEY INVESTMENTS, LLC | CHIEF COMPLIANCE OFFICER | PARK RIDGE, IL |
| 2025-07-21 | Form ADV | KERBERROSE WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | SHAWANO, WI |
| 2026-01-05 | Form ADV | CARTER FINANCIAL GROUP, INC. | CHIEF COMPLIANCE OFFICER | BARRINGTON, IL |
| 2025-02-25 | Form ADV | AVOCET CAPITAL MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | NORTHBROOK, IL |
| 2025-02-25 | Form ADV | KURV INVESTMENT MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | SAN FRANCISCO, CA |
| 2025-09-29 | Form ADV | INTELLIGENT WEALTH SOLUTIONS LLC | CHIEF COMPLIANCE OFFICER | AUSTIN, TX |
| 2025-07-16 | Form ADV | OPAL CAPITAL LLC | CHIEF COMPLIANCE OFFICER | BOCA RATON, FL |
| 2026-01-07 | Form ADV | ROTHSCHILD WEALTH LLC | CCO | OAKBROOK, IL |
| 2026-01-05 | Form ADV | ACORN WEALTH ADVISORS, LLC | CCO | GRAND BLANC, MI |
| 2026-01-07 | Form ADV | VITAL WEALTH MANAGEMENT, LLC | CCO | ROSEMONT, IL |
| 2025-08-20 | Form ADV | ORCHARD CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| 2025-09-05 | Form ADV | MIDWEST PROFESSIONAL PLANNERS, LTD. | CHIEF COMPLIANCE OFFICER | WAUSAU, WI |
| 2026-01-23 | Form ADV | TITLEIST ASSET MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |
| 2025-09-09 | Form ADV | PACTOLUS | CHIEF COMPLIANCE OFFICER | VIENNA, VA |
| 2026-01-23 | Form ADV | ISTHMUS PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | MADISON, WI |
| 2025-12-24 | Form ADV | FUSION CAPITAL, LLC | CHIEF COMPLIANCE OFFICER | MT. PLEASANT, SC |
| 2025-11-11 | Form ADV | CERTIOR FINANCIAL GROUP, LLC | CHIEF COMPLIANCE OFFICER | KING OF PRUSSIA, PA |
| 2025-11-11 | Form ADV | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | HIGHLAND PARK, IL |
| 2025-12-23 | Form ADV | ABRIDGE PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | JACKSON, MS |
| 2025-12-02 | Form ADV | LOGIQ CAPITAL LLC | CHIEF COMPLIANCE OFFICER | JERSEY CITY, NJ |
| 2025-03-11 | Form ADV | ALFA ALGORITHMS HK LIMITED | CHIEF COMPLIANCE OFFICER | TSIM SHA TSUI, KOWLOON |
| 2025-03-26 | Form ADV | GRIFFIN ASSET MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | — |
| 2026-01-26 | Form ADV | STEVARD LLC | CHIEF COMPLIANCE OFFICER | — |
| 2025-03-17 | Form ADV | LLOYD PARK, LLC | CHIEF COMPLIANCE OFFICER | — |
| 2026-01-02 | Form ADV | FOCUSED ALPHA, LLC | CHIEF COMPLIANCE OFFICER | GREENWOOD VILLAGE, CO |
| 2025-03-03 | Form ADV | PINNACLE FINANCIAL GROUP LLC | CHIEF COMPLIANCE OFFICER | WESTERN SPRINGS, IL |
| 2025-07-08 | Form ADV | MONORAIL SECURITIES LLC | CHIEF COMPLIANCE OFFICER | SARASOTA, FL |
| 2025-07-08 | Form ADV | HD MONEY, INC. | CHIEF COMPLIANCE OFFICER | SARASOTA, FL |
| 2025-04-28 | Form ADV | SOUND ADVICE FINANCIAL INC. | CHIEF COMPLIANCE OFFICER | BANNOCKBURN, IL |
| 2025-03-27 | Form ADV | SHOREBIRD CAPITAL, LP | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |