Wendy Elizabeth Deer of Montville, NJ appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Wendy Elizabeth Deer appears on 2 filing roles across Form ADV (1), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-09 | Form ADV | GREEN RIDGE WEALTH PLANNING LLC | CHIEF COMPLIANCE OFFICER | MONTVILLE, NJ |
| 2026-03-11 | Form 13F | Green Ridge Wealth Planning LLC | Chief Compliance Officer | MONTVILLE, NJ |