Keri Davis of Palm Beach Gardens, FL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Keri Davis appears on 3 filing roles across Form D (2), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-14 | Form ADV | GREAT ELM CAPITAL MANAGEMENT, LLC | CHIEF FINANICAL OFFICER | PALM BEACH GARDENS, FL |
| 2025-08-28 | Form D | Great Elm Capital Corp. | Executive Officer | PALM BEACH GARDENS, FL |
| 2025-08-28 | Form D | Great Elm Group, Inc. | Executive Officer | PALM BEACH GARDENS, FL |