# VAN ZEE SHERRY ANN

VAN ZEE SHERRY ANN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 8 filing roles across Form ADV (8).

## Filings (8)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [T. ROWE PRICE INTERNATIONAL LTD](https://search.stillhousedata.com/firm/126032) | SECRETARY | LONDON |
| — | Form ADV | [LVW ADVISORS, LLC](https://search.stillhousedata.com/firm/159403) | CHIEF EXECUTIVE OFFICER | PITTSFORD, NY |
| — | Form ADV | [TWELVE POINTS WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/171107) | CHIEF COMPLIANCE OFFICER | CONCORD, MA |
| — | Form ADV | [337 FRONTIER CAPITAL, LP](https://search.stillhousedata.com/firm/284266) | CHIEF COMPLIANCE OFFICER / HEAD OF OPERATIONS | NEW YORK, NY |
| — | Form ADV | [OKABENA INVESTMENT SERVICES INC](https://search.stillhousedata.com/firm/111162) | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT INVESTMENT ADMINISTRATION | MINNEAPOLIS, MN |
| — | Form ADV | [STEVENS WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/123043) | FINANCIAL ADVISOR/VP OPERATIONS | DEERFIELD, IL |
| — | Form ADV | [TAMRO CAPITAL PARTNERS LLC](https://search.stillhousedata.com/firm/144764) | CHIEF OPERATING OFFICER | ALEXANDRIA, VA |
| — | Form ADV | [APPLEWOOD WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/158859) | MANAGER / CHIEF COMPLIANCE OFFICER | PITTSFORD, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.