BRUTON DEREK JEROLD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BRUTON DEREK JEROLD appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LPL FINANCIAL LLC | MANAGING DIRECTOR | FORT MILL, SC |
| — | Form ADV | KINGSWOOD WEALTH ADVISORS, LLC | PRESIDENT | SAN DIEGO, CA |
| — | Form ADV | LUCIA WEALTH SERVICES, LLC | CEO | SAN DIEGO, CA |