Kathy Poist Cuomo appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kathy Poist Cuomo appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-18 | Form ADV | INTEGRATED FINANCIAL PLANNING SERVICES | FINANCIAL & OPERATIONS PRINCIPAL | HEIDELBERG |