Matthew David Vance appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Matthew David Vance appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-06 | Form ADV | VERGEPOINTE WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | LAKE OSWEGO, OR |