GUESS LEWIS DONALD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. GUESS LEWIS DONALD appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | XELAN INVESTMENT SERVICES, INC. | MAJORITY OWNER | SAN DIEGO, CA |
| — | Form ADV | XELAN FINANCIAL PLANNING | MAJORITY OWNER | SAN DIEGO, CA |
| — | Form ADV | XELAN INC | PRESIDENT | SAN DIEGO, CA |