Annelise Waterfall Mccauley appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Annelise Waterfall Mccauley appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-10-20 | Form ADV | SEQUOIA FINANCIAL GROUP, L.L.C. | EVP, CHIEF CLIENT EXPERIENCE OFFICER | AKRON, OH |