MAYER STEPHEN DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MAYER STEPHEN DAVID appears on 10 filing roles across Form ADV (10).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | QRG CAPITAL MANAGEMENT, INC. | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | ENVESTNET RETIREMENT SOLUTIONS, LLC | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | ENVESTNET PORTFOLIO SOLUTIONS, INC. | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | ENVESTNET ASSET MANAGEMENT, INC. | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | FDX ADVISORS, INC. | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | PORTFOLIO MANAGEMENT CONSULTANTS, INC. | CHIEF OPERATING OFFICER | DENVER, CO |
| — | Form ADV | VISTA WEALTH MANAGEMENT, LLC | MANAGING MEMBER | PALO ALTO, CA |
| — | Form ADV | BPM ADVISORS, INC. | CHIEF EXECUTIVE OFFICER | PALO ALTO, CA |
| — | Form ADV | SDM ADVISORS, LLC | MANAGING PARTNER | SAN FRANCISCO, CA |
| — | Form ADV | ENVESTNET EMBEDDED ADVISORY, INC. | CHIEF OPERATING OFFICER | CHICAGO, IL |