CASEY DANIEL FRANCIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CASEY DANIEL FRANCIS appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WINTHROP PARTNERS - WNY, LLC | CHIEF COMPLIANCE OFFICER | ORCHARD, NY |
| — | Form ADV | WINTHROP PARTNERS - EPA, LLC | CHIEF COMPLIANCE OFFICER | ORCHARD, NY |
| — | Form ADV | WINTHROP PARTNERS - WPA, LLC | CHIEF COMPLIANCE OFFICER | ORCHARD, NY |
| — | Form ADV | HBK SORCE ADVISORY LLC | MEMBER | ERIE, PA |
| — | Form ADV | ROGERSCASEY, INC. | CHAIRMAN | DARIEN, CT |
| — | Form ADV | WESTLAKE FINANCIAL ADVISORS LLC | PRESIDENT | WESTLAKE VILLAGE, CA |
| — | Form ADV | LOCUST CAPITAL MANAGEMENT LLC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | PHILADELPHIA, PA |
| — | Form ADV | PALMERSTON CAPITAL MANAGEMENT LLP | MEMBER | LONDON |