Lori Ann Markham appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lori Ann Markham appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-05 | Form ADV | BEACON RETIREMENT PLANNING SERVICES INC. | ASSISTANT SECRETARY | DALLAS, TX |
| 2025-09-08 | Form ADV | RITTER DANIHER FINANCIAL ADVISORY LLC | ASSISTANT SECRETARY | CINCINNATI, OH |
| 2025-12-22 | Form ADV | HEDEKER WEALTH LLC | ASSISTANT SECRETARY | LINCOLNSHIRE, IL |
| 2025-12-24 | Form ADV | JOULE FINANCIAL, LLC | ASSISTANT SECRETARY | LEXINGTON, KY |
| 2025-03-12 | Form ADV | HICKORY ASSET MANAGEMENT, INC. | ASSISTANT SECRETARY | CONCORD, OH |