Lacey Jordan appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lacey Jordan appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-23 | Form ADV | SUMMIT WEALTH GROUP LLC | VICE PRESIDENT, SENIOR FINANCIAL ADVISOR | COLORADO SPRINGS, CO |