ADVISOR NOW, INC.
Legal name: ADVISORNOW, INC.
CRD #141053 SEC #801-67005 WAKEFIELD, MA 877-412-4377
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
--
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 1, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLUNDIN, DAVID, BRANSFORD | I | CHAIRMAN AND PRESIDENT | NA | Control |
| BLUNDIN, DAVID, BRANSFORD | I | CHAIRMAN AND PRESIDENT | NA | Control |
| MEHTA, RAVI, KUROWSKI | I | CHIEF OPERATIONS OFFICER AND DIRECTOR OF TECHNOLOGY | NA | Control |
| MEHTA, RAVI, KUROWSKI | I | CHIEF OPERATIONS OFFICER AND DIRECTOR OF TECHNOLOGY | NA | Control |
| SHIELDS, JOHN, LAWRENCE | I | VICE PRESIDENT | NA | Control |
| SHIELDS, JOHN, LAWRENCE | I | VICE PRESIDENT | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER AND INVESTOR | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | CHIEF COMPLIANCE OFFICER AND INVESTOR | NA | Control |
| LINK VENTURES LLLP | DE | INVESTOR | D | Control |
| LINK VENTURES LLLP | DE | INVESTOR | D | Control |
| OP VENTURES LLLP | DE | INVESTOR | C | Control |
| OP VENTURES LLLP | DE | INVESTOR | C | Control |
| VESTMARK, INC. | DE | INVESTOR | B | |
| VESTMARK, INC. | DE | INVESTOR | B | |
| ADLER, MICAH, ALEXEI | I | DIRECTOR AND INVESTOR | A | Control |
| ADLER, MICAH, ALEXEI | I | DIRECTOR AND INVESTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ADLER, MICAH, ALEXEI | I | OP VENTURES LLLP | D | Control |
| ADLER, MICAH, ALEXEI | I | OP VENTURES LLLP | D | Control |
| BLUNDIN, DAVID, BRANSFORD | I | LINK VENTURES LLLP | D | Control |
| BLUNDIN, DAVID, BRANSFORD | I | OP VENTURES LLLP | D | Control |
| BLUNDIN, DAVID, BRANSFORD | I | LINK VENTURES LLLP | D | Control |
| BLUNDIN, DAVID, BRANSFORD | I | OP VENTURES LLLP | D | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INC. | C | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INC. | C | Control |
Registrations
Federal
IA
May 1, 2007 REGISTERED
Notice Filings (3)
MA NY VA
Address
100 QUANNAPOWITT PARKWAYSUITE 215
WAKEFIELD, MA 1880
USA
Phone: 877-412-4377