WATSON FORBES LEWIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WATSON FORBES LEWIS appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BANKPLUS WEALTH MANAGEMENT, LLC | MEMBER | JACKSON, MS |
| — | Form ADV | LEGACY WEALTH MANAGEMENT, LLC | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | RIDGELAND, MS |