NELSON ADAM DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. NELSON ADAM DANIEL appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SERVO WEALTH MANAGEMENT LLC | OWNER AND CCO | OKLAHOMA CITY, OK |
| — | Form ADV | CRESTA FUND MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | DALLAS, TX |
| — | Form ADV | WHITESTAR ASSET MANAGEMENT LLC | CCO/SVP/GENERAL COUNSEL/MANAGER | SANTA MONICA, CA |
| — | Form ADV | TRINITAS CAPITAL MANAGEMENT, LLC | VP, SECRETARY AND CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | ENERGENT, L.P. | PRESIDENT AND GENERAL COUNSEL (EFFECTIVE 8/2017) CHIEF COMPLIANCE OFFICER (EFFECTIVE 1/2018) | DALLAS, TX |