Jonathan Davis Sokoloff appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jonathan Davis Sokoloff appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-28 | Form ADV | MARINER WEALTH | TRUSTEE | OVERLAND PARK, KS |
| 2025-05-01 | Form ADV | MARINER | TRUSTEE | OVERLAND PARK,, KS |
| 2026-01-14 | Form ADV | MARINER INDEPENDENT | ELECTED MANAGER | OVERLAND PARK, KS |
| 2025-10-29 | Form ADV | MARINER INDEPENDENT ADVISOR NETWORK, LLC | TRUSTEE | OVERLAND PARK, KS |
| 2025-11-12 | Form ADV | MARINER | TRUSTEE | OVERLAND PARK, KS |
| 2025-03-29 | Form ADV | MARINER WEALTH ADVISORS-PR, LLC | TRUSTEE | OVERLAND PARK, KS |
| 2025-03-31 | Form ADV | LEONARD GREEN & PARTNERS, L.P. | MANAGING PARTNER | LOS ANGELES, CA |
| 2026-01-12 | Form ADV | MARINER INSTITUTIONAL, LLC | ELECTED MANAGER | WINTER PARK, FL |