SMITH WILLIAM LOUIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SMITH WILLIAM LOUIS appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | HSBC SECURITIES (USA) INC. | HEAD OF WEALTH MANAGEMENT COMPLIANCE/CCO REGISTERED INVESTMENT ADVISOR | NEW YORK, NY |
| — | Form ADV | CPC MANAGEMENT, LLC | MANAGER AND PRESIDENT | KANSAS CITY, MO |
| — | Form ADV | BEARING POINT CAPITAL | PARTNER AND CO-FOUNDER | RICHFIELD, MN |
| — | Form ADV | CLEAR SKY FINANCIAL, LP | MANAGING MEMBER | PROSPER, TX |
| — | Form ADV | SAVEDAILY.COM, INC. | CEO | COSTA MESA, CA |
| — | Form ADV | FAPA ADVISORY SERVICES TEAM (FAST) | MANAGER/CHIEF COMPLIANCE OFFICER | — |