LUCIA RAYMOND JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LUCIA RAYMOND JOSEPH appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | 15 EQUITY, LLC | CEO | SANTA BARBARA, CA |
| — | Form ADV | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | DANVILLE, CA |
| — | Form ADV | VALIDEX GLOBAL INVESTING | CEO | IRVINE, CA |
| — | Form ADV | RAYMOND J. LUCIA COMPANIES, INC. | PRESIDENT, SECRETARY, TREASURER | SAN DIEGO, CA |
| — | Form ADV | LUCIA WEALTH SERVICES, LLC | MANAGING MEMBER | SAN DIEGO, CA |
| — | Form ADV | RJL FINANCIAL NETWORK, L.L.C. | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |
| — | Form ADV | PINHOOK CAPITAL, LLC | CHIEF EXECUTIVE OFFICER | SAN DIEGO, CA |