SMITH ROBERT ALAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SMITH ROBERT ALAN appears on 19 filing roles across Form ADV (19).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BIP ALLIANCE, LLC | COO | ATLANTA, GA |
| — | Form ADV | BIP WEALTH, LLC | COO | ATLANTA, GA |
| — | Form ADV | INVARIANT INVESTMENT MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | CAMP HILL, PA |
| — | Form ADV | GRANDVIEW ASSET MANAGEMENT LLC | CCO/OWNER | HARRISBURG, PA |
| — | Form ADV | SAVANO DIRECT CAPITAL PARTNERS, LLC | MEMBER | BALTIMORE, MD |
| — | Form ADV | LMCG INVESTMENTS, LLC | MEMBER | BOSTON, MA |
| — | Form ADV | TPG RE FINANCE TRUST MANAGEMENT, L.P. | VICE PRESIDENT | FORT WORTH, TX |
| — | Form ADV | CASTANEA PARTNERS INC. | MANAGING PARTNER | NEWTON, MA |
| — | Form ADV | AWJ CAPITAL PARTNERS, LLC | MEMBER | MINNEAPOLIS, MN |
| — | Form ADV | WEALTHSTONE FAMILY OFFICE LLC | VICE PRESIDENT | COLUMBUS, OH |
| — | Form ADV | CAPITAL CITY ASSET MANAGEMENT GROUP, LLC | OWNER | POWELL, OH |
| — | Form ADV | TOUCHSTONE INVESTMENT MANAGERS LLC | MANAGING MEMBER | PORTLAND, OR |
| — | Form ADV | LEE MUNDER INVESTMENTS LTD. | MEMBER | BOSTON, MA |
| — | Form ADV | INFINITY INVESTMENT ADVISORS INC | PRESIDENT | HERSHEY, PA |
| — | Form ADV | PPC PORTFOLIO CONSULTANTS, INC. | VICE PRESIDENT | COLUMBUS, OH |
| — | Form ADV | WEALTH MANAGEMENT GROUP | TREASURER | DAYTON, OH |
| — | Form ADV | SMITH DARRYL D CO INC | PRESIDENT | ATLANTIC, IA |
| — | Form ADV | BLUEFOOT PARTNERS LLC | MANAGING MEMBER | SEATTLE, WA |
| — | Form ADV | BROWN SAVANO JV, LLC | MANAGER | BALTIMORE, MD |