Kelly Gerard of deltona, FL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kelly Gerard appears on 5 filing roles across Form ADV (4), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | DOCK STREET CAPITAL MANAGEMENT LLC | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | WESTPORT, CT |
| — | Form ADV | ZAIS GROUP LLC | CHIEF OPERATING OFFICER | HOLMDEL, NJ |
| — | Form ADV | NORDIC CAPITAL LIMITED | DIRECTOR OF NORDIC CAPITAL LTD | ST. HELIER |
| — | Form ADV | HELLER CAPITAL ADVISERS INC | SENIOR MANAGING DIRECTOR | CHICAGO, IL |
| 2021-01-21 | Form D | TMG Associates LLP | Executive Officer | DELTONA, FL |