# LOCKSHIN STEVEN DAVID

LOCKSHIN STEVEN DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 9 filing roles across Form ADV (9).

## Filings (9)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CWM, LLC](https://search.stillhousedata.com/firm/155344) | BOARD MEMBER | OMAHA, NE |
| — | Form ADV | [VANGUARD PERSONALIZED INDEXING MANAGEMENT](https://search.stillhousedata.com/firm/285366) | MEMBER | OAKLAND, CA |
| — | Form ADV | [WINDERMERE INVESTMENT ASSOCIATES, LLC](https://search.stillhousedata.com/firm/131224) | CO-CHIEF EXECUTIVE OFFICER | PORTLAND, OR |
| — | Form ADV | [LYDIAN WEALTH MANAGEMENT COMPANY, LLC](https://search.stillhousedata.com/firm/107659) | CEO/DIRECTOR | ROCKVILLE, MD |
| — | Form ADV | [CONVERGENT WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/143719) | CHAIRMAN/DIRECTOR/MEMBER | BEVERLY HILLS, CA |
| — | Form ADV | [B+ INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/173267) | MANAGER | LOS ANGELES, CA |
| — | Form ADV | [ADVICEPERIOD, LLC](https://search.stillhousedata.com/firm/169828) | DIRECTOR | LOS ANGELES, CA |
| — | Form ADV | [FIRSTPOINT FINANCIAL, LLC](https://search.stillhousedata.com/firm/175252) | MANAGING MEMBER | LEAWOOD, KS |
| — | Form ADV | [ADVICEPERIOD SERVICES, LLC](https://search.stillhousedata.com/firm/309309) | MEMBER | LOS ANGELES, CA |


---

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.