Jennifer Helton Luzzatto appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jennifer Helton Luzzatto appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | STRATHMORE CAPITAL ADVISORS | DIRECTOR OF TRADING | CHARLOTTE, NC |
| 2025-11-04 | Form ADV | SUMMIT FINANCIAL PARTNERS, INC. | PRESIDENT & CHIEF COMPLIANCE OFFICER | GLEN ALLEN, VA |