WEST MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WEST MICHAEL appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CWM, LLC | MANAGING DIRECTOR OF CARSON WEALTH | OMAHA, NE |
| — | Form ADV | APRIO WEALTH MANAGEMENT, LLC | PARTNER | ATLANTA, GA |
| — | Form ADV | FLATROCK WEALTH PARTNERS LLC | MANAGING PARTER, CO-FOUNDER / CHIEF COMPLIANCE OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | IPRO ONE MANAGEMENT, INC. | CHIEF COMPLIANCE OFFICER /PRESIDENT | FORT MYERS, FL |
| — | Form ADV | ALETHEAN ADVISORS, LLC | PRESIDENT | — |
| — | Form ADV | CUTLER & CO LLC | CHIEF EXECUTIVE OFFICER | MEDFORD, OR |