FITZGERALD DAVID LOUIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. FITZGERALD DAVID LOUIS appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CLEARVIEW FINANCIAL PARTNERS, LLC | PRESIDENT / CHIEF COMPLIANCE OFFICER / MEMBER | RADNOR, PA |
| — | Form ADV | THE WHARTON ADVISORY GROUP, LLC | PRESIDENT & CHIEF COMPLIANCE OFFICER | WAYNE, PA |
| — | Form ADV | BFC FINANCIAL SERVICES, LLC | PRESIDENT | WAYNE, PA |