WILLIAMS DOUG SCOTT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WILLIAMS DOUG SCOTT appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | GRAND WEALTH MANAGEMENT, LLC | PRESIDENT | GRAND RAPIDS, MI |
| — | Form ADV | HMV WEALTH ADVISORS, LLC | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | SHREVEPORT, LA |
| — | Form ADV | WINONA CAPITAL MANAGEMENT, LLC | DIRECTOR | CHICAGO, IL |
| — | Form ADV | BLUE MARLIN HOLDCO LLC | MEMBER | BETHESDA, MD |
| — | Form ADV | AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC | VICE PRESIDENT | BIRMINGHAM, AL |
| — | Form ADV | CARAVAN CAPITAL MANAGEMENT LLC | MEMBER | TACOMA, WA |
| — | Form ADV | ROBOTIC TRADING ADVISORS, LLC | MEMBER/CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |