TATE MICHAEL ROBERT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. TATE MICHAEL ROBERT appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TATE WEALTH MANAGEMENT | PRINCIPAL | SACRAMENTO, CA |
| — | Form ADV | CONCERT PRIVATE WEALTH ADVISOR SOLUTIONS, LLC | CHIEF COMPLIANCE OFFICER | SACRAMENTO, CA |