OKIMOTO KEVIN JUN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. OKIMOTO KEVIN JUN appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | STAMOS CAPITAL PARTNERS, L.P. | CLIENT RELATIONSHIP PARTNER | MENLO PARK, CA |
| — | Form ADV | TRELLIS WEALTH ADVISORS, LLC | FOUNDER | SAN LUIS OBISPO, CA |