CALHOUN RICHARD JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CALHOUN RICHARD JOSEPH appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LAIDLAW WEALTH MANAGEMENT LLC | CHIEF EXECUTIVE OFFICER | NEW YORK, NY |
| — | Form ADV | NAPLES WEALTH PLANNING, LLC | CHIEF EXECUTIVE OFFICER - MANAGING MEMBER | BONITA SPRINGS, FL |