WORTMAN JOHN THOMAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WORTMAN JOHN THOMAS appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OXFORD FINANCIAL GROUP, LTD. LLC | ASSISTANT DIRECTOR | CARMEL, IN |
| — | Form ADV | VALEO FINANCIAL ADVISORS, LLC | MEMBER | CARMEL, IN |