MASSEY STEWART RICHARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MASSEY STEWART RICHARD appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LEO WEALTH, LLC | MEMBER | EDISON, NJ |
| — | Form ADV | SIMON QUICK ADVISORS, LLC | FOUNDING PARTNER | MORRISTOWN, NJ |
| — | Form ADV | JOHNSON FINANCIAL GROUP LLC | TRUSTEE | DENVER, CO |
| — | Form ADV | THE MDE GROUP, INC. | PRESIDENT | MORRISTOWN, NJ |
| — | Form ADV | FIRST SANTA FE ADVISORS, LLC | FOUNDING PARTNER/MEMBER | SANTA FE, NM |
| — | Form ADV | MASSEY WEALTH MANAGEMENT, LLC | CEO | — |
| — | Form ADV | TEAM CAPITAL WEALTH ADVISORS LLC | FOUNDER | MORRISTOWN, NJ |