WHITCHER DAVID SCOTT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WHITCHER DAVID SCOTT appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TRELLIS WEALTH ADVISORS, LLC | FOUNDER / CHIEF COMPLIANCE OFFICER | SAN LUIS OBISPO, CA |
| — | Form ADV | S & Y ASSET MANAGEMENT LLC | CEO | SAN FRANCISCO, CA |