PENNIALL DAVID RICKARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PENNIALL DAVID RICKARD appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | AWM CAPITAL, LLC | SHAREHOLDER | PHOENIX, AZ |
| — | Form ADV | RETIREMENT WELLNESS GROUP LLC | SHAREHOLDER & BOARD MEMBER | PASADENA, CA |
| — | Form ADV | PENNIALL & ASSOCIATES, INC. | OWNER/PRESIDENT | PASADENA, CA |
| — | Form ADV | BRIDGE ADVISORY LLC | PRESIDENT | PASADENA, CA |
| — | Form ADV | PENNIALL RETIREMENT ADVISORS, L.P. | LIMITED PARTNER | NEWPORT BEACH, CA |