POWELL JANICE MARIE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. POWELL JANICE MARIE appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | DIVERSIFY WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | SOUTH JORDAN, UT |
| — | Form ADV | DIVERSIFY ADVISORY SERVICES, LLC | CCO | SOUTH JORDAN, UT |
| — | Form ADV | THREE BRIDGE WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | LOS ALTOS, CA |
| — | Form ADV | KCM INVESTMENT ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | GREENBRAE, CA |
| — | Form ADV | SECURE INVESTMENT MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | TUCSON, AZ |
| — | Form ADV | THE INDEX GROUP, LIMITED LIABILITY COMPANY | CHIEF COMPLIANCE OFFICER | COLORADO SPRINGS, CO |
| — | Form ADV | CONVERGENT WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | BEVERLY HILLS, CA |
| — | Form ADV | AMEGY INVESTMENTS, INC. | CHIEF COMPLIANE OFFICER - INVESTMENT ADVISORY SERVICES | HOUSTON, TX |
| — | Form ADV | PAGNATOKARP PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | RESTON, VA |