CASSIDY JOHN PATRICK appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CASSIDY JOHN PATRICK appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CRESTVIEW ADVISORS, L.L.C. | MEMBER | NEW YORK, NY |
| — | Form ADV | MODERN WEALTH MANAGEMENT, LLC | OWNER | KANSAS CITY, MO |
| — | Form ADV | TOCQUEVILLE ASSET MANAGEMENT LP | TREASURER | NEW YORK, NY |