FORTNER ROY MARSHALL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. FORTNER ROY MARSHALL appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CETERA PLANNING PARTNERS | SR VICE PRESIDENT & FINANCIAL ADVISOR | LEAWOOD, KS |
| — | Form ADV | FORTNER FINANCIAL SERVICES, INC. | PRESIDENT,CHIEF COMPLIANCE OFFICER | KANSAS CITY, MO |