QUICK LESLIE CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. QUICK LESLIE CHARLES appears on 4 filing roles across Form ADV (4).
| 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 | FIRST SANTA FE ADVISORS, LLC | FOUNDING PARTNER/MEMBER | SANTA FE, NM |
| — | Form ADV | TEAM CAPITAL WEALTH ADVISORS LLC | CHIEF COMPLIANCE OFFICER | MORRISTOWN, NJ |