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