ZIPFEL KRIST SUE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ZIPFEL KRIST SUE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | COUNTERPOINT MUTUAL FUNDS, LLC | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |
| — | Form ADV | TRELLIS WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | SAN LUIS OBISPO, CA |