Phyllis Tsai appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Phyllis Tsai appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-07 | Form ADV | BCG SECURITIES, INC. | FINOP | CHERRY HILL, NJ |
| 2025-03-28 | Form ADV | HORACE MANN INVESTORS, INC. | FINOP, PFO, POO | SPRINGFIELD, IL |