BALENTINE KAREN TRAVIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BALENTINE KAREN TRAVIS appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CONCERTO ASSET MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | CHARLOTTE, NC |
| — | Form ADV | GORELICK BROTHERS CAPITAL, LLC | CHIEF OPERATING OFFICER | CHARLOTTE, NC |