LOPEZ ROY MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LOPEZ ROY MICHAEL appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WMS PARTNERS, LLC | CHIEF OPERATIONS OFFICER | TOWSON, MD |
| — | Form ADV | SAGE STONE WEALTH MANAGEMENT LLC | VICE PRESIDENT | LA JOLLA, CA |