ROBERTS DANIEL ANTHONY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ROBERTS DANIEL ANTHONY appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FISCAL WISDOM WEALTH MANAGEMENT LLC | CCO | CANTON, CT |
| — | Form ADV | FSB PREMIER WEALTH MANAGEMENT, INC. | CHIEF OPERATIONS AND COMPLIANCE OFFICER, DIRECTOR | WATERLOO, IA |
| — | Form ADV | LINDEN THOMAS ADVISORY SERVICES, LLC | CHIEF COMPLIANCE OFFICER | CHARLOTTE, NC |
| — | Form ADV | INDEXPERTS, LLC | CHIEF COMPLIANCE OFFICER | CHARLOTTE, NC |
| — | Form ADV | SQN CAPITAL MANAGEMENT, LLC | CHAIRMAN | NEW YORK, NY |
| — | Form ADV | MARINER WEALTH ADVISORS-CINCINNATI, LLC | OWNER/MANAGING DIRECTOR | CINCINNATI, OH |