RAIMONDI PETER JOHN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. RAIMONDI PETER JOHN appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SVB WEALTH LLC | DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER | BOSTON, MA |
| — | Form ADV | DAKOTA WEALTH, LLC | CHIEF EXECUTIVE OFFICER AND MANAGING PARTNER | PALM BEACH GARDENS, FL |
| — | Form ADV | WESCOTT FINANCIAL ADVISORY GROUP LLC | PARTNER-IN-CHARGE | PHILADELPHIA, PA |
| — | Form ADV | OAKTREE ASSET MANAGEMENT, LLC | MANAGING MEMBER | NEW YORK, NY |
| — | Form ADV | SHARK CAPITAL MANAGEMENT, LLC | MANAGER | BOSTON, MA |
| — | Form ADV | THE COLONY GROUP, LLC | DIRECT OWNER | BOSTON, MA |
| — | Form ADV | DAKOTA WEALTH, LLC | MANAGING PARTNER | PALM BEACH GARDENS, FL |
| — | Form ADV | BANYAN PARTNERS, LLC | MANAGING MEMBER | PALM BEACH GARDENS, FL |
| — | Form ADV | JETA GROVE, LLC | CEO, CHAIRMAN OF THE BOARD & MANAGER | NAPLES, FL |