GEORGOPOULOS JERRY PETER appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. GEORGOPOULOS JERRY PETER appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EXENCIAL WEALTH ADVISORS, LLC | CO-OWNER/CO-CEO | OKLAHOMA CITY, OK |
| — | Form ADV | EFG CORPORATION | PRESIDENT | DALLAS, TX |