# STEVE PHILPOTT

STEVE PHILPOTT of Menlo Park, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 2 filing roles across Form ADV (1), Form 13F (1).

## Filings (2)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/1254) | BOARD OF DIRECTOR MEMBER | PORTLAND, OR |
| 2019-11-07 | Form 13F | [Nelson Capital Management, LLC](https://search.stillhousedata.com/firm/129776) | Compliance Officer | MENLO PARK, CA |


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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.