PERRY SAM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PERRY SAM appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PHOENIX CAPITAL REALTY ADVISORS, LLC | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | ADDISON, TX |
| — | Form ADV | PROTECTIVE WEALTH MANAGEMENT, LLC | SENIOR VICE PRESIDENT | SCOTTSDALE, AZ |