LOFTUS WILLIAM MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LOFTUS WILLIAM MICHAEL appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MB, LEVIS & ASSOCIATES,LLC | SHAREHOLDER | CENTER VALLEY, PA |
| — | Form ADV | WEALTH DIMENSIONS GROUP, LTD. | PARTNER AND FINANCIAL ADVISER | CINCINNATI, OH |