CARLSON JULIANE MARIE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CARLSON JULIANE MARIE appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | QUAD CITY INVESTMENT ADVISORS, LLC | MANAGER | MOLINE, IL |
| — | Form ADV | BATES FINANCIAL ADVISORS, INC. | EXECUTIVE VICE PRESIDENT | ROCKFORD, IL |
| — | Form ADV | JONATHAN ROBERTS ADVISORY GROUP, INC. | OWNER | TAMPA, FL |
| — | Form ADV | FRANKLIN PARK ASSOCIATES, LLC | MANAGING DIRECTOR | BALA CYNWYD, PA |