SIMONS PAUL MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SIMONS PAUL MICHAEL appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PUREFI WEALTH, LLC | FOUNDER, CHIEF EXECUTIVE OFFICER | BOSTON, MA |
| — | Form ADV | FPLF MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | SVB WEALTH LLC | PRESIDENT, BPW | BOSTON, MA |
| — | Form ADV | DALTON, GREINER, HARTMAN, MAHER & CO., LLC | CHIEF OF CORPORATE STRATEGY & DEVELOPMENT | NEW YORK, NY |
| — | Form ADV | SVB INVESTMENT SERVICES INC. | DIRECTOR | SAN FRANCISCO, CA |