BUTLER BUDDY JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BUTLER BUDDY JOSEPH appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | COLDSTREAM WEALTH MANAGEMENT | DIRECTOR | BELLEVUE, WA |
| — | Form ADV | ADVOCACY WEALTH MANAGEMENT, LLC | CHIEF OPERATING OFFICER | ATLANTA, GA |
| — | Form ADV | MONTAG & CALDWELL LLC | CHIEF OPERATING OFFICE4R | ATLANTA, GA |
| — | Form ADV | BFT FINANCIAL GROUP, LLC | MEMBER/MGR | HURST, TX |