MAXWELL JOSEPH of CHARLOTTESVILLE, VA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MAXWELL JOSEPH appears on 4 filing roles across Form ADV (3), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MERISTEM FAMILY WEALTH, LLC | CEO; MEMBER, CLASS B | MINNETONKA, MN |
| — | Form ADV | SARGENT MANAGEMENT CO | CEO, MEMBER CLASS B | MINNETONKA, MN |
| — | Form ADV | ADVISORS FINANCIAL SERVICES, LLC | CHIEF MANAGER | MINNETONKA, MN |
| 2023-03-09 | Form D | Common House, Inc. | Director | CHARLOTTESVILLE, VA |