ROBERTS JULIE ANN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ROBERTS JULIE ANN appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SYRIOS WEALTH MANAGEMENT GROUP | CHIEF COMPLIANCE OFFICER | LA JOLLA, CA |
| — | Form ADV | ACERO CAPITAL MANAGEMENT, LLC | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NEW YORK, NY |