LOCKO STEPHEN MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LOCKO STEPHEN MICHAEL appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | GREENBOOK INVESTMENT MANAGEMENT, INC. | EXEC. VICE PRESIDENT | SAN DIEGO, CA |
| — | Form ADV | XELAN INVESTMENT SERVICES, INC. | EXECUTIVE VP | SAN DIEGO, CA |
| — | Form ADV | XELAN FINANCIAL PLANNING | EXECUTIVE VICE PRESIDENT | SAN DIEGO, CA |