Entities
Business entities tied to your clients — general details only.
| Entity | Type | Client | State | Status |
|---|---|---|---|---|
| Delgado Holdings LLC | S-Corp | Delgado Holdings LLC | TX | Active |
| Sterling Consulting LLC | Single-member LLC | Marcus Sterling | GA | Active |
| Brooks Design Co | Sole proprietorship | Elena Brooks | CA | Reviewing |
Advisor Side stores workflow and relationship details only — no tax returns, SSNs, IDs, bank details, or document uploads.