MOENNING DAVID DONALD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MOENNING DAVID DONALD appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | HERITAGE CAPITAL ADVISORS, LLC | PRESIDENT, CCO | — |
| — | Form ADV | SOWELL MANAGEMENT | CHIEF INVESTMENT OFFICER | NORTH LITTLE ROCK, AR |
| — | Form ADV | HERITAGE CAPITAL MANAGEMENT INC | PRESIDENT/CHIEF EXECUTIVE OFFICER | SCHAUMBURG, IL |