MORGAN DAVID KENNETH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MORGAN DAVID KENNETH appears on 13 filing roles across Form ADV (13).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LBMC INVESTMENT ADVISORS LLC | SECRETARY, DIRECTOR | BRENTWOOD, TN |
| — | Form ADV | FIRST PACIFIC ADVISORS, LP | CHIEF COMPLIANCE OFFICER | EL SEGUNDO, CA |
| — | Form ADV | THOMAS J. HERZFELD ADVISORS, INC. | CHIEF COMPLIANCE OFFICER | MIAMI BEACH, FL |
| — | Form ADV | 903 PARTNERS LLC D/B/A CITYROCK VENTURE PARTNERS | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | EDGEWOOD CAPITAL ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | SOUTHPORT, CT |
| — | Form ADV | RR ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | EL MENUDO CUENTA LLC | CHIEF COMPLIANCE OFFICER | MIAMI, FL |
| — | Form ADV | GLOVISTA INVESTMENTS LLC | ELECTED MANAGER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | JERSEY CITY, NJ |
| — | Form ADV | LBMC EMPLOYEE BENEFITS GROUP, LLC | SECRETARY, DIRECTOR | BRENTWOOD, TN |
| — | Form ADV | TREMONT REALTY MANAGEMENT, LLC | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | BOSTON, MA |
| — | Form ADV | CAUSALITY GLOBAL INVESTORS LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | GLOVISTA INVESTMENTS ASSET MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | JERSEY CITY, NJ |
| — | Form ADV | COLLECTIVE RETIREMENT SOLUTIONS LLC | CHIEF COMPLIANCE OFFICER | BRYN MAWR, PA |