Therese-Marie Casement appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Therese-Marie Casement appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-30 | Form ADV | SHELTER WEALTH STRATEGIES, LLC | DIRECTOR OF OPERATIONS | HOUSTON, TX |