FANELLI JULIE VIESON appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. FANELLI JULIE VIESON appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | INSTRUMENTAL WEALTH, LLC | TRUSTEE | TAMPA, FL |
| — | Form ADV | QP WEALTH MANAGEMENT, LLC | TRUSTEE | BOCA RATON, FL |
| — | Form ADV | INLET PRIVATE WEALTH, LLC | TRUSTEE | JUPITER, FL |
| — | Form ADV | LAS OLAS CAPITAL ADVISORS, LLC | TRUSTEE | FORT LAUDERDALE, FL |
| — | Form ADV | KOA WEALTH MANAGEMENT, LLC | TRUSTEE | — |
| — | Form ADV | INSPHERIA LLC | TRUSTEE | TAMPA, FL |
| — | Form ADV | TCWP LLC | TRUSTEE | BEACHWOOD, OH |