THOMPSON SCOTT ALAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. THOMPSON SCOTT ALAN appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | UPTICK CAPITAL MANAGEMENT, LLC | CHIEF INVESTMENT OFFICER AND DIRECTOR | LAKE OSWEGO, OR |
| — | Form ADV | ALLIUM FINANCIAL ADVISORS, LLC | CHIEF INVESTMENT OFFICER | LAKE OSWEGO, OR |
| — | Form ADV | COMMON SENSE INVESTMENT MANAGEMENT, LLC | MANGING DIRECTOR/SR. V.P. FINANCE | PORTLAND, OR |
| — | Form ADV | CARNEGIE WEALTH ADVISORS, LLC | VICE PRESIDENT | EXTON, PA |
| — | Form ADV | CONCENTRIC WEALTH ADVISORS LLC | MANAGING MEMBER | LAKE OSWEGO, OR |