Kelly Cesare Coffey appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kelly Cesare Coffey appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-05 | Form ADV | VERITA STRATEGIC WEALTH PARTNERS, LLC | CO-FOUNDER | SAN FRANCISCO, CA |