Joseph McDermott of Boston, MA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Joseph McDermott appears on 3 filing roles across Form ADV (1), Form 13F (1), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-02 | Form ADV | CURI CAPITAL, LLC | CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER | CHICAGO, IL |
| 2022-08-05 | Form 13F | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | CCO | HIGHLAND PARK, IL |
| 2021-04-13 | Form D | ICV Crowd Investing, LLC | Executive Officer | BOSTON, MA |