O BRIEN LEONARD JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. O BRIEN LEONARD JOSEPH appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ACTIVE VALUE FUND MANAGERS LTD | CHIEF COMPLIANCE OFFICER | GENEVA CH1201 |
| — | Form ADV | INTEROCEAN WEALTH MANAGEMENT LLC | PRESIDENT, WEALTH MANAGEMENT SERVICES | CHICAGO, IL |