PETRIE MARK appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PETRIE MARK appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ASPIRIANT, LLC | DIRECTOR | LOS ANGELES, CA |
| — | Form ADV | HOKANSON ASSOCIATES, INC. | VICE PRESIDENT, PORTFOLIO MANAGER | SOLANA BEACH, CA |
| — | Form ADV | THE INVESTMENT & MONEY MANAGMENT GROUP, INC. | SECRETARY/CHIEF COMPLIANCE OFFICER | TUSTIN, CA |