SCHWAB THOMAS JOHN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SCHWAB THOMAS JOHN appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SUMMIT PORTFOLIO ADVISORS, LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |