Andrew Thomas Lucich appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Andrew Thomas Lucich appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WHITWELL & CO, LLC | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | THEPARTNERS WEALTH MANAGEMENT | CHIEF COMPLIANCE OFFICER | CARMEL BY THE SEA, CA |
| — | Form ADV | ELITE PORTFOLIOS | CHIEF COMPLIANCE OFFICER | CARMEL BY THE SEA, CA |
| 2025-03-31 | Form ADV | FREEDOM INVESTMENT MANAGEMENT, INC. | CHIEF COMPLIANCE OFFICER | SOUTH WINDSOR, CT |
| — | Form ADV | EYRA LLC | CHIEF COMPLIANCE OFFICER | — |