ATKINSON ANNE WAKEFIELD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ATKINSON ANNE WAKEFIELD appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | THOMAS & ATKINSON CAPITAL MANAGEMENT LLC | MANAGING MEMBER | MENLO PARK, CA |
| — | Form ADV | SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC | MEMBER, WEALTH ADVISOR | — |