LIESER LORI MICHELL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LIESER LORI MICHELL appears on 21 filing roles across Form ADV (21).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | KESTRA PRIVATE WEALTH SERVICES, LLC | VICE PRESIDENT | AUSTIN, TX |
| — | Form ADV | FIDUCIENT ADVISORS LLC | SENIOR VICE PRESIDENT | CHICAGO, IL |
| — | Form ADV | WEALTHSPIRE ADVISORS LLC | VICE PRESIDENT | NEW YORK, NY |
| — | Form ADV | WEALTHSPIRE ADVISORS | VICE PRESIDENT | MELVILLE, NY |
| — | Form ADV | BEACON RETIREMENT PLANNING SERVICES INC. | VICE PRESIDENT | DALLAS, TX |
| — | Form ADV | WEALTHSPIRE RETIREMENT, LLC | VICE PRESIDENT | ALISO VIEJO, CA |
| — | Form ADV | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | VICE PRESIDENT | ALISO VIEJO, CA |
| — | Form ADV | FIDUCIARY FIRST, LLC | VICE PRESIDENT | MAITLAND, FL |
| — | Form ADV | RETIREMENT INVESTMENT ADVISORS INC | VICE PRESIDENT | OKLAHOMA CITY, OK |
| — | Form ADV | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | VICE PRESIDENT | PLAINVIEW, NY |
| — | Form ADV | PROVISE MANAGEMENT GROUP, LLC | VICE PRESIDENT | CLEARWATER, FL |
| — | Form ADV | P&A CAPITAL ADVISORS, INC. | VICE PRESIDENT | NEW YORK, NY |
| — | Form ADV | PRIVATE CAPITAL GROUP, LLC | VICE PRESIDENT | WEST HARTFORD, CT |
| — | Form ADV | PRIVATE OCEAN, LLC | VICE PRESIDENT | SAN RAFAEL, CA |
| — | Form ADV | UA ADVISORY SERVICES, INC. | VICE PRESIDENT | ENDWELL, NY |
| — | Form ADV | SAGE FINANCIAL ADVISORS, LLC | VICE PRESIDENT | RENO, NV |
| — | Form ADV | HERON FINANCIAL GROUP, LLC | VICE PRESIDENT | NEW YORK, NY |
| — | Form ADV | NFP CORPORATE SERVICES (MN), INC. | VICE PRESIDENT | PLYMOUTH, MN |
| — | Form ADV | ACG ADVISORY SERVICES, LLC | VICE PRESIDENT | MIDLOTHIAN, VA |
| — | Form ADV | LENOX WEALTH ADVISORS, LLC | VICE PRESIDENT | NEW YORK, NY |
| — | Form ADV | WALDEN WEALTH PARTNERS, LLC | VICE PRESIDENT | BEACHWOOD, OH |