LEMON SHANNON STACY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEMON SHANNON STACY appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OSBORNE PARTNERS | CHIEF COMPLIANCE OFFICER | SAN FRANCISCO, CA |
| — | Form ADV | ELMWOOD WEALTH MANAGEMENT, INC. | COO/CCO | BERKELEY, CA |