# CORTEZ STEVEN EDWARD

CORTEZ STEVEN EDWARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [WMS PARTNERS, LLC](https://search.stillhousedata.com/firm/109971) | MEMBER | TOWSON, MD |
| — | Form ADV | [MODERA WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/155649) | MEMBER | WESTWOOD, NJ |
| — | Form ADV | [PLANCORP, LLC](https://search.stillhousedata.com/firm/106599) | MEMBER | SAINT LOUIS, MO |
| — | Form ADV | [UNDISCOVERED MANAGERS LLC](https://search.stillhousedata.com/firm/109067) | SENIOR VICE PRESIDENT, PRINCIPAL & BENEFICIAL OWNER | DALLAS, TX |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.