SIEGEL HARVEY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SIEGEL HARVEY appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | APELLA WEALTH | SENIOR FINANCIAL ADVISOR/OWNER | WEST HARTFORD, CT |
| — | Form ADV | WS SECURITIES INC | CHAIRMAN-CEO | LENOX, MA |
| — | Form ADV | ARC INVESTMENT PLANNING & MANAGEMENT INC | CEO | LENOX, MA |