Sokolic Adam appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Sokolic Adam appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | GLOBAL RETIREMENT PARTNERS LLC | VICE PRESIDENT | SAN RAFAEL, CA |
| — | Form ADV | HUB INVESTMENT PARTNERS, LLC | DIRECTOR | AUSTIN, TX |
| — | Form ADV | HUB INVESTMENT ADVISORS, INC | VICE PRESIDENT | OMAHA, NE |
| — | Form ADV | MILLENNIUM ADVISORY SERVICES, INC. | VICE PRESIDENT | GLEN ALLEN, VA |
| — | Form ADV | TAYLOR ADVISORS, INC. | DIRECTOR | LOUISVILLE, KY |
| — | Form ADV | HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. | VICE PRESIDENT/COO | CONCORD, CA |
| — | Form ADV | SHERIDAN ROAD ADVISORS, LLC | VICE PRESIDENT | NORTHBROOK, IL |