PUTTERMAN ANDREW appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PUTTERMAN ANDREW appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WINDERMERE INVESTMENT ASSOCIATES, LLC | CO-CHIEF EXECUTIVE OFFICER | PORTLAND, OR |
| — | Form ADV | LYDIAN WEALTH MANAGEMENT COMPANY, LLC | CFO/PRESIDENT/DIRECTOR | ROCKVILLE, MD |
| — | Form ADV | FORTIGENT, LLC | CHIEF EXECUTIVE OFFICER/VICE PRESIDENT | FORT MILL, SC |
| — | Form ADV | CONCORD EQUITY GROUP ADVISORS, LLC | DIRECTOR | MATAWAN, NJ |
| — | Form ADV | B+ INSTITUTIONAL SERVICES, LLC | MEMBER | LOS ANGELES, CA |