WALSH ANGELA MARIE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WALSH ANGELA MARIE appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | CHIEF FINANCIAL OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | ALPHA CUBED INVESTMENTS, LLC | CHIEF COMPLIANCE OFFICER | COSTA MESA, CA |
| — | Form ADV | SAGEVIEW PRIVATE CLIENT GROUP, LLC | CHIEF FINANCIAL OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | AVENTINE INVESTMENT SERVICES, INC. | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | IRVINE, CA |
| — | Form ADV | LEHRER MANAGEMENT CO INC | CHIEF COMPLIANCE OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | NEWPORT WEALTH STRATEGIES, INC. | CHIEF COMPLIANCE OFFICER | IRVINE, CA |