MORRIS JOHN RICHARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MORRIS JOHN RICHARD appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TRAVEKA WEALTH, LLC | CHIEF LEGAL AND GOVERNANCE OFFICER | LOS ALTOS, CA |
| — | Form ADV | GUIDESTONE CAPITAL MANAGEMENT, LLC | DIRECTOR | DALLAS, TX |
| — | Form ADV | DYNASTY WEALTH MANAGEMENT, LLC | CHIEF LEGAL AND GOVERNANCE OFFICER | ST. PETERSBURG, FL |
| — | Form ADV | TRITONPOINT WEALTH, LLC | CHIEF LEGAL AND GOVERNANCE OFFICER | CHEVY CHASE, MD |
| — | Form ADV | DECISIONMAP WEALTH MANAGEMENT, LLC | CHIEF LEGAL AND GOVERNANCE OFFICER | GREAT FALLS, VA |
| — | Form ADV | BANCWEST INVESTMENT SERVICES, INC. | BWIS BOARD OF DIRECTORS - BWIS SR. VICE PRESIDENT | OMAHA, NE |
| — | Form ADV | EXOS ADVISORS, LLC | MANAGING DIRECTOR | — |
| — | Form ADV | LEE WEALTH VENTURES, LLC | CHIEF LEGAL ANDGOVERNANCEOFFICER | ST. PETERSBURG, FL |