POWERS PATRICK DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. POWERS PATRICK DAVID appears on 18 filing roles across Form ADV (18).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WEALTHSPIRE ADVISORS LLC | CHIEF FINANCIAL OFFICER | NEW YORK, NY |
| — | Form ADV | WEALTHSPIRE ADVISORS | CHIEF FINANCIAL OFFICER | MELVILLE, NY |
| — | Form ADV | BFSG, LLC | CO-PRESIDENT | IRVINE, CA |
| — | Form ADV | SYLEBRA CAPITAL LIMITED | CHIEF FINANCIAL OFFICER | WAN CHAI |
| — | Form ADV | RIVERPLACE CAPITAL MANAGEMENT INC | VICE PRESIDENT & MANAGING DIRECTOR | JACKSONVILLE, FL |
| — | Form ADV | NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY | VICE PRESIDENT OF OPERATIONS/ADMINISTRATION | MILWAUKEE, WI |
| — | Form ADV | PRIVATE CAPITAL GROUP, LLC | CHIEF FINANCIAL OFFICER | WEST HARTFORD, CT |
| — | Form ADV | UNITED STATES TRUST COMPANY, NATIONAL ASSOCIATION | MANAGING DIRECTOR; FIXED INCOME INVESTMENTS | NEW YORK, NY |
| — | Form ADV | PRIVATE OCEAN, LLC | CHIEF FINANCIAL OFFICER | SAN RAFAEL, CA |
| — | Form ADV | RIVERPLACE ANALYTICS, LLC | PRESIDENT | JACKSONVILLE, FL |
| — | Form ADV | SAGE FINANCIAL ADVISORS, LLC | CHIEF FINANCIAL OFFICER | RENO, NV |
| — | Form ADV | STRATEGIC WEALTH MANAGEMENT GROUP, LLC | CHIEF FINANCIAL OFFICER | FULTON, MD |
| — | Form ADV | BAKER TILLY INVESTMENT ADVISORS | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENT | MADISON, WI |
| — | Form ADV | HERON FINANCIAL GROUP, LLC | CHIEF FINANCIAL OFFICER | NEW YORK, NY |
| — | Form ADV | POWERS CAPITAL INVESTMENTS, INC. | CEO/CFO | ANAHEIM HILLS, CA |
| — | Form ADV | ACG ADVISORY SERVICES, LLC | CHIEF FINANCIAL OFFICER | MIDLOTHIAN, VA |
| — | Form ADV | WEALTHSPIRE ADVISORS, L.P. | MANAGING DIRECTOR | POTOMAC, MD |
| — | Form ADV | WALDEN WEALTH PARTNERS, LLC | CHIEF FINANCIAL OFFICER | BEACHWOOD, OH |