Brian Patrick Cassidy appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Brian Patrick Cassidy appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-31 | Form ADV | CRESTVIEW ADVISORS, L.L.C. | PRESIDENT | NEW YORK, NY |
| 2025-09-12 | Form ADV | MODERN WEALTH MANAGEMENT, LLC | OWNER | KANSAS CITY, MO |