FISHBEIN NANCY MORRISON appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. FISHBEIN NANCY MORRISON appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | UNITED CAPITAL FINANCIAL ADVISORS, LLC | CFO/TREASURER | IRVING, TX |
| — | Form ADV | FINANCIAL SYNERGIES ADVISORY INC | CHIEF FINANCIAL OFFICER | HOUSTON, TX |
| — | Form ADV | UNITED CAPITAL INVESTMENT ADVISERS, INC | CFO/TREASURER | NEWPORT BEACH, CA |
| — | Form ADV | GE PRIVATE ASSET MANAGEMENT,INC. | DIRECTOR | ENCINO, CA |