HOWIE ERIC CARLIN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HOWIE ERIC CARLIN appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EXCELCIA RISK MANAGEMENT, LTD. | PRESIDENT, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | SANTA CLARA, CA |
| — | Form ADV | INCEPTION CAPITAL MANAGEMENT, LLC | MANAGING MEMBER | SAN JOSE, CA |
| — | Form ADV | BEACON POINTE WEALTH ADVISORS, LLC | CLASS B MEMBER | NEWPORT BEACH, CA |