KANTROWITZ NAOMI LYNN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KANTROWITZ NAOMI LYNN appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BRIGHTPLAN LLC | CCO | SAN JOSE, CA |
| — | Form ADV | BLOOMBERG WEALTH LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | WEALTHSIMPLE US, LTD. | CHIEF COMPLIANCE OFFICER | TORONTO |