CARTER WILLIAM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CARTER WILLIAM appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | AMERICA FIRST INVESTMENT ADVISORS LLC | ELECTED MANAGER | OMAHA, NE |
| — | Form ADV | VERATIS ADVISORS, INC. | WEALTH ADVISOR, PARTNER | CARY, NC |
| — | Form ADV | AMERICA FIRST FINANCIAL INSTITUTIONS MANAGEMENT LLC | MANAGER | OMAHA, NE |
| — | Form ADV | TRUTINA FINANCIAL, L.L.C. | MEMBER | BELLEVUE, WA |
| — | Form ADV | AMERICAN EXPRESS FINANCIAL CORPORATION | DIRECTOR, SVP, CHIEF MARKETING OFFICER | MINNEAPOLIS, MN |
| — | Form ADV | PANDA POWER GENERATION INFRASTRUCTURE FUND, LLC | MEMBER, MANAGING PARTNER, CHAIRMAN | FARMERS BRANCH, TX |