Kevin Jun Okimoto appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kevin Jun Okimoto appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-26 | Form ADV | TRELLIS WEALTH ADVISORS, LLC | FOUNDER (07/2010) & TRUSTEE (04/2011) | SAN LUIS OBISPO, CA |