David Bell Sherwood appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Bell Sherwood appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-06 | Form ADV | EVANSON ASSET MANAGEMENT, LLC | ALTERNATE DESIGNATED OFFICER | — |
| 2026-01-29 | Form ADV | EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT | OWNER, INVESTMENT ADVISOR REPRESENTATIVE | MCLEAN, VA |