MORGANSTERN DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MORGANSTERN DAVID appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CONFLUENCE WEALTH MANAGEMENT LLC | CEO, CCO | PORTLAND, OR |
| — | Form ADV | CMC ADVISERS, LLC | CHIEF COMPLIANCE OFFICER | PORTLAND, OR |