WELZ TAYLOR MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WELZ TAYLOR MICHAEL appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | USI ADVISORS, INC. | PRESIDENT | GLASTONBURY, CT |
| — | Form ADV | BOWMAN & COMPANY, LLP | PARTNER/CCO | STOCKTON, CA |
| — | Form ADV | WELZ FINANCIAL SERVICES, INC. | PRESIDENT/CHIEF COMPLIANCE OFFICER | STOCKTON, CA |