ORTNER PAUL P MI ONLY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ORTNER PAUL P MI ONLY appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CSA GLOBAL ASSET MANAGEMENT LLC | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | LAKE OSWEGO, OR |
| — | Form ADV | CONCENTRIC WEALTH ADVISORS LLC | PRESIDENT, CHIEF COMPLIANCE OFFICER, CFO, MANAGING MEMBER | LAKE OSWEGO, OR |