John Turnbull Longley appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. John Turnbull Longley appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-03 | Form ADV | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | CHIEF EXECUTIVE OFFICER | NEWPORT BEACH, CA |
| 2025-03-28 | Form ADV | SAGEVIEW PRIVATE CLIENT GROUP, LLC | CHIEF EXECUTIVE OFFICER | NEWPORT BEACH, CA |