# Jeffrey Andrew Smith

Jeffrey Andrew Smith of Humacao, PR appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 16 filing roles across Form ADV (14), Form D (2).

## Filings (16)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-01-28 | Form ADV | [COMPOUND PLANNING, INC.](https://search.stillhousedata.com/firm/171787) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| 2026-01-22 | Form ADV | [WHITWELL & CO, LLC](https://search.stillhousedata.com/firm/331958) | CHIEF COMPLIANCE OFFICER | — |
| 2026-01-07 | Form ADV | [THEPARTNERS WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/314816) | CHIEF COMPLIANCE OFFICER | CARMEL BY THE SEA, CA |
| — | Form ADV | [WEALTH WATCH ADVISORS, INC](https://search.stillhousedata.com/firm/172002) | CHIEF COMPLIANCE OFFICER | ENGLEWOOD, CO |
| — | Form ADV | [ADVISOR SHARE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/307997) | CHIEF COMPLIANCE OFFICER | VANCOUVER, WA |
| 2025-10-02 | Form ADV | [SPG ADVISORS LLC](https://search.stillhousedata.com/firm/284496) | CHIEF COMPLIANCE OFFICER | KIRKLAND, WA |
| — | Form ADV | [QTR FAMILY WEALTH, LLC](https://search.stillhousedata.com/firm/331655) | CHIEF COMPLIANCE OFFICER | LAKE MARY, FL |
| 2025-08-13 | Form ADV | [ELITE PORTFOLIOS](https://search.stillhousedata.com/firm/327535) | CCO | CARMEL BY THE SEA, CA |
| 2026-01-19 | Form ADV | [UX WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/308983) | CHIEF COMPLIANCE OFFICER | CENTENNIAL, CO |
| 2025-05-07 | Form ADV | [CAVALIER INVESTMENTS, LLC](https://search.stillhousedata.com/firm/281201) | CHIEF COMPLIANCE OFFICER | ALPHARETTA, GA |
| 2025-10-07 | Form ADV | [STRATEGIC WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/336564) | CHIEF COMPLIANCE OFFICER | FRANKLIN, TN |
| 2025-03-31 | Form ADV | [IMPRINT WEALTH LLC](https://search.stillhousedata.com/firm/322130) | CHIEF COMPLIANCE OFFICER | MOUNT PLEASANT, SC |
| — | Form ADV | [EYRA LLC](https://search.stillhousedata.com/firm/342637) | PRESIDENT / CHIEF EXECUTIVE OFFICER | — |
| — | Form ADV | [STRATEGIQ FUNDS, INC.](https://search.stillhousedata.com/firm/338557) | CHIEF COMPLIANCE OFFICER | SAN ANTONIO, TX |
| 2025-10-31 | Form D | [Liquid Rarity Exchange LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1928962&type=&dateb=&owner=include&count=40) | Director | HUMACAO, PR |
| 2026-05-08 | Form D | [Apogee Venture Fund LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2131484&type=&dateb=&owner=include&count=40) | Related Person | HUMACAO, PR |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.