VAN ZEE SHERRY ANN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. VAN ZEE SHERRY ANN appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | T. ROWE PRICE INTERNATIONAL LTD | SECRETARY | LONDON |
| — | Form ADV | LVW ADVISORS, LLC | CHIEF EXECUTIVE OFFICER | PITTSFORD, NY |
| — | Form ADV | TWELVE POINTS WEALTH MANAGEMENT | CHIEF COMPLIANCE OFFICER | CONCORD, MA |
| — | Form ADV | 337 FRONTIER CAPITAL, LP | CHIEF COMPLIANCE OFFICER / HEAD OF OPERATIONS | NEW YORK, NY |
| — | Form ADV | OKABENA INVESTMENT SERVICES INC | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT INVESTMENT ADMINISTRATION | MINNEAPOLIS, MN |
| — | Form ADV | STEVENS WEALTH MANAGEMENT LLC | FINANCIAL ADVISOR/VP OPERATIONS | DEERFIELD, IL |
| — | Form ADV | TAMRO CAPITAL PARTNERS LLC | CHIEF OPERATING OFFICER | ALEXANDRIA, VA |
| — | Form ADV | APPLEWOOD WEALTH ADVISORS, LLC | MANAGER / CHIEF COMPLIANCE OFFICER | PITTSFORD, NY |