# DENNIS PATRICK MEDARD

DENNIS PATRICK MEDARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CLARIS FINANCIAL, LLC](https://search.stillhousedata.com/firm/168503) | INVESTOR | GLEN ALLEN, VA |
| — | Form ADV | [CARY STREET PARTNERS INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/128545) | CHIEF COMPLIANCE OFFICER | RICHMOND, VA |
| — | Form ADV | [PRESIDIUM RETIREMENT ADVISERS, INC.](https://search.stillhousedata.com/firm/138132) | CHIEF COMPLIANCE OFFICER | CHARLOTTE, NC |


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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.