# STAFF MICHAEL THEODORE

STAFF MICHAEL THEODORE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 52 filing roles across Form ADV (52).

## Filings (52)

_Showing 50 of 52 filing roles._

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [TRU INDEPENDENCE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/168256) | MEMBER | PORTLAND, OR |
| — | Form ADV | [MCADAM LLC](https://search.stillhousedata.com/firm/170914) | MEMBER | RADNOR, PA |
| — | Form ADV | [NORTHROCK PARTNERS, LLC](https://search.stillhousedata.com/firm/167908) | MEMBER | MINNEAPOLIS, MN |
| — | Form ADV | [FOURSTAR WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/169613) | MEMBER | CHICAGO, IL |
| — | Form ADV | [OMNIA FAMILY WEALTH, LLC](https://search.stillhousedata.com/firm/170909) | MEMBER | AVENTURA, FL |
| — | Form ADV | [FORTITER WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/169577) | MEMBER | HOUSTON, TX |
| — | Form ADV | [PKS ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/125648) | MEMBER | ALBANY, NY |
| — | Form ADV | [CENTERLINE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/164485) | MEMBER | LOUISVILLE, KY |
| — | Form ADV | [FUSION FAMILY WEALTH, LLC](https://search.stillhousedata.com/firm/168254) | MEMBER | WOODBURY, NY |
| — | Form ADV | [ARBOR TRUST WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/169611) | MEMBER | ANN ARBOR, MI |
| — | Form ADV | [POINT BRIDGE CAPITAL, LLC](https://search.stillhousedata.com/firm/168071) | MEMBER | FORT WORTH, TX |
| — | Form ADV | [NOVA R WEALTH, INC.](https://search.stillhousedata.com/firm/169574) | MEMBER | OVERLAND PARK, KS |
| — | Form ADV | [VENTURI PRIVATE WEALTH](https://search.stillhousedata.com/firm/169576) | MEMBER | BOISE, ID |
| — | Form ADV | [OCEANIQ CAPITAL, LLC](https://search.stillhousedata.com/firm/168062) | MEMBER | PALO ALTO, CA |
| — | Form ADV | [THE PATTEN GROUP, INC.](https://search.stillhousedata.com/firm/168255) | MEMBER | CHATTANOOGA, TN |
| — | Form ADV | [OLIVER LUXXE ASSETS LLC](https://search.stillhousedata.com/firm/169588) | MANAGING MEMBER | GLADSTONE, NJ |
| — | Form ADV | [PARKSTONE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/168253) | MEMBER | ARLINGTON, TX |
| — | Form ADV | [ONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/170910) | MEMBER | SAN FRANCISCO, CA |
| — | Form ADV | [ALLIANCE WEALTH MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/169573) | MEMBER | FLEMINGTON, NJ |
| — | Form ADV | [HOLISTIC FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/170913) | MEMBER | INDIANAPOLIS, IN |
| — | Form ADV | [CABLE HILL PARTNERS, LLC](https://search.stillhousedata.com/firm/168252) | MEMBER | PORTLAND, OR |
| — | Form ADV | [VISIONARY WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/169610) | MEMBER | ST. LOUIS, MO |
| — | Form ADV | [CRESCENT GROVE ADVISORS, LLC](https://search.stillhousedata.com/firm/170912) | MEMBER | LAKE FOREST, IL |
| — | Form ADV | [STREAMSONG ADVISORS, LLC](https://search.stillhousedata.com/firm/168250) | MEMBER | GRAND RAPIDS, MI |
| — | Form ADV | [KAPLAN WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/167880) | MEMBER | RESTON, VA |
| — | Form ADV | [STABILITY FINANCIAL, LLC](https://search.stillhousedata.com/firm/167906) | MEMBER | MARRERO, LA |
| — | Form ADV | [EASTPORT ADVISORS, LLC](https://search.stillhousedata.com/firm/168251) | MEMBER | ANNAPOLIS, MD |
| — | Form ADV | [ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/169582) | MEMBER | LOS ANGELES, CA |
| — | Form ADV | [FINANCIAL ONE, INC.](https://search.stillhousedata.com/firm/168061) | MEMBER | BOCA RATON, FL |
| — | Form ADV | [LEBENTHAL WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/169612) | MEMBER | NEW YORK, NY |
| — | Form ADV | [QUADRANT PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/169609) | MEMBER | BETHLEHEM, PA |
| — | Form ADV | [CORIENT CAPITAL PARTNERS, LLC](https://search.stillhousedata.com/firm/170920) | MEMBER | NEWPORT BEACH, CA |
| — | Form ADV | [SORTINO ADVISORY PARTNERS, LLC](https://search.stillhousedata.com/firm/170922) | MEMBER | LOUISVILLE, KY |
| — | Form ADV | [AGNES ADVISORS, LLC](https://search.stillhousedata.com/firm/170919) | MEMBER | PORTLAND, OR |
| — | Form ADV | [CARDAN CAPITAL PARTNERS, LLC](https://search.stillhousedata.com/firm/170911) | MEMBER | DENVER, CO |
| — | Form ADV | [EDNA ADVISORS, LLC](https://search.stillhousedata.com/firm/170921) | MEMBER | ALBANY, NY |
| — | Form ADV | [GERDA ADVISORS, LLC](https://search.stillhousedata.com/firm/171225) | MEMBER | ALBANY, NY |
| — | Form ADV | [HARRIET ADVISORS, LLC](https://search.stillhousedata.com/firm/171226) | MEMBER | NEW YORK, NY |
| — | Form ADV | [MOSAIC FAMILY WEALTH, LLC](https://search.stillhousedata.com/firm/170923) | MEMBER | ST. LOUIS, MO |
| — | Form ADV | [WALLIS ADVISORS, LLC](https://search.stillhousedata.com/firm/170915) | MEMBER | ALBANY, NY |
| — | Form ADV | [IFM CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/169587) | MEMBER | GREENWOOD VILLAGE, CO |
| — | Form ADV | [STRONGHOLD FINANCIAL, LLC](https://search.stillhousedata.com/firm/170908) | MEMBER | SAN DIEGO, CA |
| — | Form ADV | [MAHER CONSULTING SERVICES, LLC](https://search.stillhousedata.com/firm/170907) | MEMBER | CARLSBAD, CA |
| — | Form ADV | [PORTIA ADVISORS, LLC](https://search.stillhousedata.com/firm/170906) | MEMBER | ALBANY, NY |
| — | Form ADV | [ILENE ADVISORS, LLC](https://search.stillhousedata.com/firm/171238) | MEMBER | ALBANY, NY |
| — | Form ADV | [JANE ADVISORS, LLC](https://search.stillhousedata.com/firm/171154) | MEMBER | ALBANY, NY |
| — | Form ADV | [KARA ADVISORS, LLC](https://search.stillhousedata.com/firm/171224) | MEMBER | ALBANY, NY |
| — | Form ADV | [LUCILE ADVISORS, LLC](https://search.stillhousedata.com/firm/171223) | MEMBER | ALBANY, NY |
| — | Form ADV | [MAE ADVISORS, LLC](https://search.stillhousedata.com/firm/171240) | MEMBER | ALBANY, NY |
| — | Form ADV | [NADINE ADVISORS, LLC](https://search.stillhousedata.com/firm/171239) | MEMBER | ALBANY, 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.