CORTEZ STEVEN EDWARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CORTEZ STEVEN EDWARD appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WMS PARTNERS, LLC | MEMBER | TOWSON, MD |
| — | Form ADV | MODERA WEALTH MANAGEMENT, LLC | MEMBER | WESTWOOD, NJ |
| — | Form ADV | PLANCORP, LLC | MEMBER | SAINT LOUIS, MO |
| — | Form ADV | UNDISCOVERED MANAGERS LLC | SENIOR VICE PRESIDENT, PRINCIPAL & BENEFICIAL OWNER | DALLAS, TX |