Jeffrey Andrew Smith of Humacao, PR appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jeffrey Andrew Smith appears on 16 filing roles across Form ADV (14), Form D (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-01-28 | Form ADV | COMPOUND PLANNING, INC. | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| 2026-01-22 | Form ADV | WHITWELL & CO, LLC | CHIEF COMPLIANCE OFFICER | — |
| 2026-01-07 | Form ADV | THEPARTNERS WEALTH MANAGEMENT | CHIEF COMPLIANCE OFFICER | CARMEL BY THE SEA, CA |
| — | Form ADV | WEALTH WATCH ADVISORS, INC | CHIEF COMPLIANCE OFFICER | ENGLEWOOD, CO |
| — | Form ADV | ADVISOR SHARE WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | VANCOUVER, WA |
| 2025-10-02 | Form ADV | SPG ADVISORS LLC | CHIEF COMPLIANCE OFFICER | KIRKLAND, WA |
| — | Form ADV | QTR FAMILY WEALTH, LLC | CHIEF COMPLIANCE OFFICER | LAKE MARY, FL |
| 2025-08-13 | Form ADV | ELITE PORTFOLIOS | CCO | CARMEL BY THE SEA, CA |
| 2026-01-19 | Form ADV | UX WEALTH PARTNERS LLC | CHIEF COMPLIANCE OFFICER | CENTENNIAL, CO |
| 2025-05-07 | Form ADV | CAVALIER INVESTMENTS, LLC | CHIEF COMPLIANCE OFFICER | ALPHARETTA, GA |
| 2025-10-07 | Form ADV | STRATEGIC WEALTH PARTNERS LLC | CHIEF COMPLIANCE OFFICER | FRANKLIN, TN |
| 2025-03-31 | Form ADV | IMPRINT WEALTH LLC | CHIEF COMPLIANCE OFFICER | MOUNT PLEASANT, SC |
| — | Form ADV | EYRA LLC | PRESIDENT / CHIEF EXECUTIVE OFFICER | — |
| — | Form ADV | STRATEGIQ FUNDS, INC. | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |
| 2025-10-31 | Form D | Liquid Rarity Exchange LLC | Director | HUMACAO, PR |
| 2026-05-08 | Form D | Apogee Venture Fund LLC | Related Person | HUMACAO, PR |