LOPEZ JONATHAN WADE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LOPEZ JONATHAN WADE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CONCORD WEALTH PARTNERS | PRINCIPAL/DIRECTOR | ABINGDON, VA |
| — | Form ADV | CONCORD ASSET MANAGEMENT, LLC | PRESIDENT | ABINGDON, VA |