Matthew Ashley Swendiman appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Matthew Ashley Swendiman appears on 12 filing roles across Form ADV (12).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-22 | Form ADV | ELEVATUS WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | VICTOR, NY |
| 2025-08-18 | Form ADV | CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| 2025-02-11 | Form ADV | ALPHASTAR CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | CORNELIUS, NC |
| 2025-12-10 | Form ADV | LFG WEALTH PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | ELIZABETHTOWN, KY |
| 2025-09-24 | Form ADV | TFB ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | OVERLAND PARK, KS |
| 2025-11-17 | Form ADV | WASHINGTON PARK CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | PORTLAND, OR |
| — | Form ADV | CREW CAPITAL MANAGEMENT, LTD. | CHIEF COMPLIANCE OFFICER | CINCINNATI, OH |
| — | Form ADV | DEFINED WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | BEAVERTON, OR |
| — | Form ADV | CROSSOVER CAPITAL BRANDS LLC | CHIEF COMPLIANCE OFFICER | YARDLEY, PA |
| 2025-03-31 | Form ADV | ALPHA PRINCIPLE, LLC | GENERAL COUNSEL | ENGLEWOOD, CO |
| — | Form ADV | CONNETIC RIA LLC | CHIEF COMPLIANCE OFFICER | COVINGTON, KY |
| — | Form ADV | COSMOS WEALTH, LLC | CHIEF COMPLIANCE OFFICER | LA JOLLA, CA |