Jonathan Wade Lopez appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jonathan Wade Lopez appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-10-20 | Form ADV | CONCORD WEALTH PARTNERS | PRESIDENT | ABINGDON, VA |
| 2025-03-24 | Form ADV | CONCORD ASSET MANAGEMENT, LLC | PRESIDENT | ABINGDON, VA |