PETERS LOUIS WILLIAM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PETERS LOUIS WILLIAM appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PRISM PLANNING PARTNERS, LLC | DIRECTOR OF OPERATIONS / OWNER | LIBERTYVILLE, IL |
| — | Form ADV | SUCCESSFUL RESOURCE MANAGEMENT, LTD. | VICE PRESIDENT | JOHNSTON, IA |
| — | Form ADV | PETERS WEALTH ADVISORS LLC | PRESIDENT | BATON ROUGE, LA |
| — | Form ADV | WYETREE ASSET MANAGEMENT LIMITED | DIRECTOR | LONDON |