Steven Edward Cortez appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Steven Edward Cortez appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-14 | Form ADV | MODERA WEALTH MANAGEMENT, LLC | MEMBER | WESTWOOD, NJ |
| 2025-10-10 | Form ADV | PLANCORP, LLC | MEMBER | SAINT LOUIS, MO |
| — | Form ADV | OFFIT CAPITAL | MEMBER | NEW YORK, NY |