Joel Vanovitch appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Joel Vanovitch appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-14 | Form ADV | VALLEY FINANCIAL MANAGEMENT, INC. | CHIEF OPERATIONS OFFICER | NEW YORK, NY |
| 2025-03-28 | Form ADV | VALLEY WEALTH MANAGERS, INC. | CHIEF OPERATIONS OFFICER | PARAMUS, NJ |