WAGNER DAN EDWARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WAGNER DAN EDWARD appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OCTAVIA WEALTH ADVISORS LLC | CHIEF FINANCIAL OFFICER | CINCINNATI, OH |
| — | Form ADV | WEALTH MANAGEMENT ADVISORS, LLC | MEMBER | GREENVILLE, SC |