WELLMAN STEPHEN M appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WELLMAN STEPHEN M appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | DUNDEEWEALTH US, LP | CHIEF COMPLIANCE OFFICER | BERWYN, PA |
| — | Form ADV | ECHO POINT INVESTMENT MANAGEMENT, LLC | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | WEST CONSHOHOCKEN, PA |
| — | Form ADV | LIBERTY RIDGE CAPITAL, INC. | SENIOR VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, EXECUTIVE COMMITTEE MEMBER | BERWYN, PA |
| — | Form ADV | PILGRIM BAXTER VALUE INVESTORS INC | SENIOR VICE PRESIDENT | WAYNE, PA |
| — | Form ADV | BMT INVESTMENT ADVISERS | CHIEF COMPLIANCE OFFICER/TRUSTEE | BERWYN, PA |