ZIER DAVID ROBERT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ZIER DAVID ROBERT appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LYDIAN WEALTH MANAGEMENT COMPANY, LLC | EXECUTIVE VICE-PRESIDENT | ROCKVILLE, MD |
| — | Form ADV | CONVERGENT WEALTH ADVISORS, LLC | DIRECTOR/EXECUTIVE VICE-PRESIDENT/MEMBER | BEVERLY HILLS, CA |