KLINGENSMITH ROBERT LEWIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KLINGENSMITH ROBERT LEWIS appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PBMARES WEALTH MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER / DIRECTOR OF WEALTH MANAGEMENT | FAIRFAX, VA |
| — | Form ADV | PEAK WEALTH MANAGEMENT LLC | MEMBER | DENVER, CO |