PLATT PHILIP THOMAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PLATT PHILIP THOMAS appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | COLDSTREAM WEALTH MANAGEMENT | CHIEF OPERATING OFFICER | BELLEVUE, WA |
| — | Form ADV | BORDEAUX WEALTH ADVISORS LLC | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | MENLO PARK, CA |
| — | Form ADV | LIVE OAK FAMILY OFFICES LLC | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | ST. PETERSBURG, FL |
| — | Form ADV | PATHLIGHT CAPITAL | MEMBER | BOSTON, MA |
| — | Form ADV | RAINIER GROUP INVESTMENT ADVISORY LLC | GOVERNOR- LLC; CHIEF OPERATING OFFICER | BELLEVUE, WA |
| — | Form ADV | THRESHOLD GROUP, LLC | MANAGING DIRECTOR OF OPERATIONS | SEATTLE, WA |
| — | Form ADV | APPROPRIATE BALANCE FINANCIAL SERVICES INC | CHIEF COMPLIANCE OFFICER | BELLEVUE, WA |