DOHERTY MILES DOUGLAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DOHERTY MILES DOUGLAS appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MODERA WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | WESTWOOD, NJ |
| — | Form ADV | SUMMIT ROCK ADVISORS, LP | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | NEW YORK, NY |