# Lori Ann Markham

Lori Ann Markham appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-12-05 | Form ADV | [BEACON RETIREMENT PLANNING SERVICES INC.](https://search.stillhousedata.com/firm/110038) | ASSISTANT SECRETARY | DALLAS, TX |
| 2025-09-08 | Form ADV | [RITTER DANIHER FINANCIAL ADVISORY LLC](https://search.stillhousedata.com/firm/321827) | ASSISTANT SECRETARY | CINCINNATI, OH |
| 2025-12-22 | Form ADV | [HEDEKER WEALTH LLC](https://search.stillhousedata.com/firm/124341) | ASSISTANT SECRETARY | LINCOLNSHIRE, IL |
| 2025-12-24 | Form ADV | [JOULE FINANCIAL, LLC](https://search.stillhousedata.com/firm/320791) | ASSISTANT SECRETARY | LEXINGTON, KY |
| 2025-03-12 | Form ADV | [HICKORY ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/167955) | ASSISTANT SECRETARY | CONCORD, OH |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.