Cooper Donna Lynne appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Cooper Donna Lynne appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WORTHNET, LLC | CHIEF COMPLIANCE OFFICER | BALTIMORE, MD |
| — | Form ADV | LIBERTY WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | OAKLAND, CA |
| — | Form ADV | BBVA GLOBAL WEALTH ADVISORS, INC. | CHIEF COMPLIANCE OFFICER | MIAMI, FL |
| — | Form ADV | SUNDANCE BAY INVESTMENT MANAGER, LLC | CHIEF COMPLIANCE OFFICER | SALT LAKE CITY, UT |
| — | Form ADV | LAUREL WEALTH ADVISORS, INC. | CHIEF COMPLIANCE OFFICER | SOLANA BEACH, CA |