DORFMAN GARY KEITH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DORFMAN GARY KEITH appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OSAIC FA, INC. | SENIOR VICE PRESIDENT & MANAGING DIRECTOR OF INVESTMENTS AND FINANCIAL PLANNING | FORT WAYNE, IN |
| — | Form ADV | PACIFIC POINTE ADVISORS LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | SANTA BARBARA, CA |
| — | Form ADV | BEACON POINTE WEALTH ADVISORS, LLC | CLASS B MEMBER | NEWPORT BEACH, CA |