ROBERTS LANCE ERIC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ROBERTS LANCE ERIC appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CLARITY FINANCIAL, LLC | CHIEF ECONOMIST | HOUSTON, TX |
| — | Form ADV | RIA WEALTH ADVISORS, LLC | MANAGER | ROUND ROCK, TX |
| — | Form ADV | AVIDIAN WEALTH ENTERPRISES, LLC | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | HOUSTON, TX |
| — | Form ADV | RIA GLOBAL RESEARCH, LLC | MEMBER | HOUSTON, TX |
| — | Form ADV | STREETTALK FINANCIAL ADVISORS, LP | PRESIDENT AND CHIEF COMPLIANCE OFFICER | HOUSTON, TX |
| — | Form ADV | STA WEALTH ADVISORS, LLC | MANAGING MEMBER | HOUSTON, TX |
| — | Form ADV | WEALTHCETERA, LLC | LIMITED PARTNER | HOUSTON, TX |