Smith, Jeffrey, Andrew

Ownership stakes

• Whitwell & Co, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• The Partners Wealth Management, Llc
  Chief Compliance Officer · Less than 5% · Dec 2024
• Compound Planning, Inc.
  Chief Compliance Officer · Less than 5% · Dec 2024
• Elite Tamp Llc
  Cco · Less than 5% · Oct 2024
• Umb Private Wealth Management, Llc
  Cco · Less than 5% · Jul 2024
• Imprint Wealth Llc
  Chief Compliance Officer · Less than 5% · Jul 2024
• Cavalier Investments, Llc
  Chief Compliance Officer · Less than 5% · Jun 2024
• Ux Wealth Partners Llc
  Chief Compliance Officer · Less than 5% · May 2024
• Captial Advisor Network
  Owner/Chief Compliance Officer · 10% – 25% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗