FARIES STEPHEN TERRY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. FARIES STEPHEN TERRY appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MARCHAND FARIES FINANCIAL MANAGEMENT, INC. | VICE PRESIDENT, BOARD MEMBER/CCO | — |
| — | Form ADV | WEALTH INC. | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | — |