# POWELL JANICE MARIE

POWELL JANICE MARIE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 9 filing roles across Form ADV (9).

## Filings (9)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [DIVERSIFY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/329878) | CHIEF COMPLIANCE OFFICER | SOUTH JORDAN, UT |
| — | Form ADV | [DIVERSIFY ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/326060) | CCO | SOUTH JORDAN, UT |
| — | Form ADV | [THREE BRIDGE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/150460) | CHIEF COMPLIANCE OFFICER | LOS ALTOS, CA |
| — | Form ADV | [KCM INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/109629) | CHIEF COMPLIANCE OFFICER | GREENBRAE, CA |
| — | Form ADV | [SECURE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141195) | CHIEF COMPLIANCE OFFICER | TUCSON, AZ |
| — | Form ADV | [THE INDEX GROUP, LIMITED LIABILITY COMPANY](https://search.stillhousedata.com/firm/131670) | CHIEF COMPLIANCE OFFICER | COLORADO SPRINGS, CO |
| — | Form ADV | [CONVERGENT WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/143719) | CHIEF COMPLIANCE OFFICER | BEVERLY HILLS, CA |
| — | Form ADV | [AMEGY INVESTMENTS, INC.](https://search.stillhousedata.com/firm/120145) | CHIEF COMPLIANE OFFICER - INVESTMENT ADVISORY SERVICES | HOUSTON, TX |
| — | Form ADV | [PAGNATOKARP PARTNERS, LLC](https://search.stillhousedata.com/firm/282298) | CHIEF COMPLIANCE OFFICER | RESTON, VA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
