# POWERS PATRICK DAVID

POWERS PATRICK DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 18 filing roles across Form ADV (18).

## Filings (18)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [WEALTHSPIRE ADVISORS LLC](https://search.stillhousedata.com/firm/106181) | CHIEF FINANCIAL OFFICER | NEW YORK, NY |
| — | Form ADV | [WEALTHSPIRE ADVISORS](https://search.stillhousedata.com/firm/147592) | CHIEF FINANCIAL OFFICER | MELVILLE, NY |
| — | Form ADV | [BFSG, LLC](https://search.stillhousedata.com/firm/143617) | CO-PRESIDENT | IRVINE, CA |
| — | Form ADV | [SYLEBRA CAPITAL LIMITED](https://search.stillhousedata.com/firm/160597) | CHIEF FINANCIAL OFFICER | WAN CHAI |
| — | Form ADV | [RIVERPLACE CAPITAL MANAGEMENT INC](https://search.stillhousedata.com/firm/109079) | VICE PRESIDENT & MANAGING DIRECTOR | JACKSONVILLE, FL |
| — | Form ADV | [NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY](https://search.stillhousedata.com/firm/109729) | VICE PRESIDENT OF OPERATIONS/ADMINISTRATION | MILWAUKEE, WI |
| — | Form ADV | [PRIVATE CAPITAL GROUP, LLC](https://search.stillhousedata.com/firm/126665) | CHIEF FINANCIAL OFFICER | WEST HARTFORD, CT |
| — | Form ADV | [UNITED STATES TRUST COMPANY, NATIONAL ASSOCIATION](https://search.stillhousedata.com/firm/112550) | MANAGING DIRECTOR; FIXED INCOME INVESTMENTS | NEW YORK, NY |
| — | Form ADV | [PRIVATE OCEAN, LLC](https://search.stillhousedata.com/firm/110666) | CHIEF FINANCIAL OFFICER | SAN RAFAEL, CA |
| — | Form ADV | [RIVERPLACE ANALYTICS, LLC](https://search.stillhousedata.com/firm/119275) | PRESIDENT | JACKSONVILLE, FL |
| — | Form ADV | [SAGE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/107607) | CHIEF FINANCIAL OFFICER | RENO, NV |
| — | Form ADV | [STRATEGIC WEALTH MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/113678) | CHIEF FINANCIAL OFFICER | FULTON, MD |
| — | Form ADV | [BAKER TILLY INVESTMENT ADVISORS](https://search.stillhousedata.com/firm/111264) | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENT | MADISON, WI |
| — | Form ADV | [HERON FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/146012) | CHIEF FINANCIAL OFFICER | NEW YORK, NY |
| — | Form ADV | [POWERS CAPITAL INVESTMENTS, INC.](https://search.stillhousedata.com/firm/145045) | CEO/CFO | ANAHEIM HILLS, CA |
| — | Form ADV | [ACG ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/106259) | CHIEF FINANCIAL OFFICER | MIDLOTHIAN, VA |
| — | Form ADV | [WEALTHSPIRE ADVISORS, L.P.](https://search.stillhousedata.com/firm/168095) | MANAGING DIRECTOR | POTOMAC, MD |
| — | Form ADV | [WALDEN WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/226583) | CHIEF FINANCIAL OFFICER | BEACHWOOD, OH |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.