SHIELDS MARTIN XAVIER appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SHIELDS MARTIN XAVIER appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BOUCHEY FINANCIAL GROUP, LTD. | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | TROY, NY |
| — | Form ADV | BURNS MATTESON CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | CORNING, NY |