POTTER DAVID LEONARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. POTTER DAVID LEONARD appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PLATINUM WEALTH PARTNERS, INC. | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | TAMPA, FL |