# LEGACY ELIZABETH ANNE

LEGACY ELIZABETH ANNE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [SORRENTO PACIFIC FINANCIAL, LLC](https://search.stillhousedata.com/firm/127787) | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |
| — | Form ADV | [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |
| — | Form ADV | [REALTA INVESTMENT ADVISORS, INC](https://search.stillhousedata.com/firm/134952) | CHIEF COMPLIANCE OFFICER | WILMINGTON, DE |
| — | Form ADV | [M HOLDINGS SECURITIES, INC.](https://search.stillhousedata.com/firm/43285) | CHIEF COMPLIANCE OFFICER | PORTLAND, OR |
| — | Form ADV | [M FINANCIAL ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/136694) | SENIOR DIRECTOR COMPLIANCE | PORTLAND, OR |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.