MITCHELL RICHARD ALAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MITCHELL RICHARD ALAN appears on 12 filing roles across Form ADV (12).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ALDRICH WEALTH, LIMITED PARTNERSHIP | BOARD MEMBER | LAKE OSWEGO, OR |
| — | Form ADV | MAINLINE INVESTMENT ADVISERS, LLC | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, VICE PRESIDENT AND SECRETARY | WYNNEWOOD, PA |
| — | Form ADV | STEEPROCK CAPITAL II LLC | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | GREENWICH, CT |
| — | Form ADV | CMS FUND ADVISERS, LLC | MEMBER/MANAGER, SECRETARY, VICE PRESIDENT, GENERAL COUNSEL | WYNNEWOOD, PA |
| — | Form ADV | MERION REALTY ADVISERS, LLC | VICE PRESIDENT, ASSISTANT SECRETARY | WYNNEWOOD, PA |
| — | Form ADV | ALAN MITCHELL CPA PC | PRESIDENT | BOULDER, CO |
| — | Form ADV | WEALTH ADVISORS, LLC | EXECUTIVE COMMITTEE | LAKE OSWEGO, OR |
| — | Form ADV | CMS FUND ADVISERS, INC. | VICE PRESIDENT AND SECRETARY, GENERAL COUNSEL | WYNNEWOOD, PA |
| — | Form ADV | CHICAGO EQUITY PARTNERS LLC | MANAGEMENT COMMITTEE MEMBER & CHIEF INVESTMENT OFFICER - FIXED INCOME | CHICAGO, IL |
| — | Form ADV | GLT WEALTH ADVISORS INC | OWNER | ENCINITAS, CA |
| — | Form ADV | LOL INVESTMENT MANAGER LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | MAINLINE PRIVATE WEALTH, LLC | GENERAL COUNSEL, VICE PRESIDENT AND SECRETARY | WYNNEWOOD, PA |