LOCKSHIN STEVEN DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LOCKSHIN STEVEN DAVID appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CWM, LLC | BOARD MEMBER | OMAHA, NE |
| — | Form ADV | VANGUARD PERSONALIZED INDEXING MANAGEMENT | MEMBER | OAKLAND, CA |
| — | Form ADV | WINDERMERE INVESTMENT ASSOCIATES, LLC | CO-CHIEF EXECUTIVE OFFICER | PORTLAND, OR |
| — | Form ADV | LYDIAN WEALTH MANAGEMENT COMPANY, LLC | CEO/DIRECTOR | ROCKVILLE, MD |
| — | Form ADV | CONVERGENT WEALTH ADVISORS, LLC | CHAIRMAN/DIRECTOR/MEMBER | BEVERLY HILLS, CA |
| — | Form ADV | B+ INSTITUTIONAL SERVICES, LLC | MANAGER | LOS ANGELES, CA |
| — | Form ADV | ADVICEPERIOD, LLC | DIRECTOR | LOS ANGELES, CA |
| — | Form ADV | FIRSTPOINT FINANCIAL, LLC | MANAGING MEMBER | LEAWOOD, KS |
| — | Form ADV | ADVICEPERIOD SERVICES, LLC | MEMBER | LOS ANGELES, CA |