LEONARD SCOTT ALAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEONARD SCOTT ALAN appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CERITY PARTNERS LLC | PRESIDENT/CEO | NEW YORK, NY |
| — | Form ADV | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | MANAGING PARTNER | NEW YORK, NY |
| — | Form ADV | WORTHPOINTE, LLC | CHIEF INVESTMENT OFFICER | LA JOLLA, CA |
| — | Form ADV | NAVIGOE, LLC | PRESIDENT | REDONDO BEACH, CA |
| — | Form ADV | TROVENA, LLC. | MANAGING MEMBER | REDONDO BEACH, CA |
| — | Form ADV | LEONARD WEALTH MANAGEMENT, INC. | PRES., DIRECTOR, SHAREHOLDER, CHIEF COMPLIANCE OFFICER | EL SEGUNDO, CA |
| — | Form ADV | HPM PARTNERS ADVISOR ALLIANCE LLC | MANAGING PARTNER | NEW YORK, NY |
| — | Form ADV | ATLAS FAMILY OFFICE LLC | MANAGER | NEW YORK, NY |
| — | Form ADV | COMRIE FAMILY OFFICE LLC | MANAGER | NEW YORK, NY |