APPLEGARTH MARK DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. APPLEGARTH MARK DANIEL appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CWM, LLC | CFO | OMAHA, NE |
| — | Form ADV | CARSON GROUP INVESTING, LLC | CHIEF FINANCIAL OFFICER | OMAHA, NE |
| — | Form ADV | ORION PORTFOLIO SOLUTIONS, LLC | TREASURER/CHIEF FINANCIAL OFFICER/ELECTED MANAGER | OMAHA, NE |
| — | Form ADV | TOWNSQUARE CAPITAL, LLC | CHIEF FINANCIAL OFFICER AND TREASURER | LEHI, UT |
| — | Form ADV | NORTHWEST CAPITAL MANAGEMENT INC | DIRECTOR | LAKE OSWEGO, OR |
| — | Form ADV | ORION PORTFOLIO SOLUTIONS, LLC | CHIEF FINANCIAL OFFICER | OMAHA, NE |