CARRICO ANDREA SUE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CARRICO ANDREA SUE appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TFO WEALTH PARTNERS, LLC | MANAGER, CHIEF COMPLIANCE OFFICER | MAUMEE, OH |
| — | Form ADV | SENTINEL WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER, EVP, CFO, & MEMBER | WESTWOOD, KS |
| — | Form ADV | H & R BLOCK INVESTMENTS INC | VP, ASSISTANT SECRETARY | KANSAS CITY, MO |