LAGAN DANIEL ANTHONY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LAGAN DANIEL ANTHONY appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CW ADVISORS, LLC | TRUSTEE | BOSTON, MA |
| — | Form ADV | CONGRESS ASSET MANAGEMENT COMPANY, LLP | PRESIDENT | BOSTON, MA |
| — | Form ADV | CONGRESS WEALTH MANAGEMENT LLC | MEMBER | BOSTON, MA |