WHITE DAVID PHIPPS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WHITE DAVID PHIPPS appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ZERMATT WEALTH PARTNERS LLC | VICE PRESIDENT | SAN DIEGO, CA |
| — | Form ADV | WHITE, DAVID PHIPPS | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |