SCHMIDT ROBERT B appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SCHMIDT ROBERT B appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | CHIEF COMPLIANCE OFFICER | BOSTON, MA |
| — | Form ADV | WELLESLEY ASSET MANAGEMENT, INC. | CHIEF COMPLIANCE OFFICER | PORTSMOUTH, NH |
| — | Form ADV | MASON ROAD WEALTH ADVISORS, L.L.C. | MEMBER | CHESTERFIELD, MO |