KATZ BRIAN WILLIAM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KATZ BRIAN WILLIAM appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FOCUS PARTNERS WEALTH, LLC | CHIEF INVESTMENT OFFICER & PRESIDENT OF COLONY INVESTMENT MANAGEMENT | ST. LOUIS, MO |
| — | Form ADV | SHARK CAPITAL MANAGEMENT, LLC | MANAGING DIRECTOR OF INVESTMENTS & SR. PORTFOLIO MANAGER | BOSTON, MA |
| — | Form ADV | THE COLONY GROUP, LLC | CHIEF INVESTMENT OFFICER | BOSTON, MA |
| — | Form ADV | WEALTH COUNSELLORS OF FIFTH AVENUE, LLC | CHIEF INVESTMENT OFFICER | BOSTON, MA |
| — | Form ADV | IBERIA ASSET MANAGEMENT, INC. | PRESIDENT/CHIEF COMPLIANCE OFFICER | NEW ORLEANS, LA |
| — | Form ADV | DSC ADVISORS, L.P. | LIMITED PARTNER | CHICAGO, IL |