# LIPTON BRIAN ROSS

LIPTON BRIAN ROSS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [MCKINLEY CARTER WEALTH SERVICES, INC.](https://search.stillhousedata.com/firm/135184) | REGIONAL DIRECTOR | WHEELING, WV |
| — | Form ADV | [YELLOWWOOD FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/121426) | PRESIDENT | GAITHERSBURG, MD |
| — | Form ADV | [CIP FUND MANAGEMENT LLC](https://search.stillhousedata.com/firm/160700) | MEMBER | NEW YORK, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.