Patti Sue Almanza appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Patti Sue Almanza appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-18 | Form ADV | TE ADVISORS LLC | CHIEF COMPLIANCE OFFICER | QUINCY, MA |
| 2025-03-28 | Form ADV | LINDEN THOMAS ADVISORY SERVICES, LLC | CHIEF COMPLIANCE OFFICER | CHARLOTTE, NC |
| 2025-03-28 | Form ADV | INDEXPERTS, LLC | CHIEF COMPLIANCE OFFICER | CHARLOTTE, NC |
| — | Form ADV | GUIDESTONE CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | ARETE WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| 2025-03-31 | Form ADV | TURNER FINANCIAL GROUP, INC. | CHIEF COMPLIANCE OFFICER | PACE, FL |