LONERGAN PAUL ANDREW appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LONERGAN PAUL ANDREW appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CW ADVISORS, LLC | PRESIDENT | BOSTON, MA |
| — | Form ADV | CONGRESS WEALTH MANAGEMENT LLC | PRESIDENT | BOSTON, MA |
| — | Form ADV | CONGRESS CAPITAL PARTNERS, LLP | MEMBER | BOSTON, MA |